Creative Planning’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.52M | Buy |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $944K | Buy |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $1,000K | Buy |
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|
2023
Q3 | $699K | Sell |
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|
2023
Q2 | $827K | Buy |
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|
2023
Q1 | $792K | Buy |
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|
2022
Q4 | $696K | Sell |
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|
2022
Q3 | $783K | Buy |
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|
2022
Q2 | $676K | Buy |
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|
2022
Q1 | $372K | Buy |
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|
2021
Q4 | $425K | Hold |
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|
2021
Q3 | $368K | Buy |
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|
2021
Q2 | $300K | Sell |
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|
2021
Q1 | $566K | Hold |
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|
2020
Q4 | $440K | Hold |
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|
2020
Q3 | $306K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $359K | Sell |
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|
2019
Q3 | $385K | Hold |
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|
2019
Q2 | $447K | Sell |
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|
2019
Q1 | $449K | Sell |
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|
2018
Q4 | $358K | Sell |
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|
2018
Q3 | $551K | Buy |
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|
2018
Q2 | $379K | Sell |
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|
2018
Q1 | $463K | Buy |
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|
2017
Q4 | $436K | Sell |
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|
2017
Q3 | $574K | Buy |
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|
2017
Q2 | $423K | Sell |
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|
2017
Q1 | $647K | Buy |
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|
2016
Q4 | $601K | Sell |
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|
2016
Q3 | $599K | Sell |
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|
2016
Q2 | $629K | Buy |
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|
2016
Q1 | $427K | Sell |
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|
2015
Q4 | $544K | Buy |
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|
2015
Q3 | $416K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $402K | Sell |
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|
2014
Q4 | $469K | Buy |
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|
2014
Q3 | $321K | Buy |
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|
2014
Q2 | $276K | Buy |
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|
2014
Q1 | $206K | Buy |
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|
2013
Q4 | $46K | Buy |
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|
2013
Q3 | $13K | Sell |
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|
2013
Q2 | $60K | Buy |
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