Crewe Advisors’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Hold |
710
| – | – | 0.01% | 218 |
|
|
2025
Q1 | $108K | Hold |
710
| – | – | 0.02% | 192 |
|
|
2024
Q4 | $96.2K | Buy |
710
+300
| +73% | +$40.6K | 0.01% | 212 |
|
|
2024
Q3 | $57K | Buy |
410
+50
| +14% | +$6.96K | 0.01% | 285 |
|
|
2024
Q2 | $44.1K | Hold |
360
| – | – | ﹤0.01% | 387 |
|
|
2024
Q1 | $57.9K | Buy |
360
+310
| +620% | +$49.8K | 0.01% | 349 |
|
|
2023
Q4 | $7.36K | Buy |
+50
| New | +$7.36K | ﹤0.01% | 230 |
|
|
2020
Q3 | – | Sell |
-19
| Closed | -$1K | – | 631 |
|
|
2020
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 209 |
|
|
2020
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 172 |
|
|
2019
Q4 | $2K | Sell |
19
-687
| -97% | -$72.3K | ﹤0.01% | 240 |
|
|
2019
Q3 | $83K | Sell |
706
-1,410
| -67% | -$166K | 0.04% | 90 |
|
|
2019
Q2 | $287K | Buy |
2,116
+1,468
| +227% | +$199K | 0.09% | 66 |
|
|
2019
Q1 | $84K | Buy |
648
+627
| +2,986% | +$81.3K | 0.03% | 98 |
|
|
2018
Q4 | $2K | Sell |
21
-220
| -91% | -$21K | ﹤0.01% | 218 |
|
|
2018
Q3 | $31K | Sell |
241
-90
| -27% | -$11.6K | 0.03% | 147 |
|
|
2018
Q2 | $35K | Buy |
331
+90
| +37% | +$9.52K | 0.03% | 145 |
|
|
2018
Q1 | $30K | Hold |
241
| – | – | 0.03% | 154 |
|
|
2017
Q4 | $33K | Buy |
+241
| New | +$33K | 0.03% | 154 |
|