EverSource Wealth Advisors’s Middleby MIDD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$48.5K	Buy	366 +59	+19%	+$8.95K	﹤0.01%	1911
2025 Q4	$45.6K	Buy	307 +8	+3%	+$1.05K	﹤0.01%	1801
2025 Q3	$39.7K	Sell	299 -28	-9%	-$3.89K	﹤0.01%	1872
2025 Q2	$47.1K	Buy	327 +241	+280%	+$34K	﹤0.01%	1657
2025 Q1	$13.1K	Buy	86 +13	+18%	+$2.04K	﹤0.01%	1954
2024 Q4	$9.89K	Buy	73 +11	+18%	+$1.52K	﹤0.01%	1998
2024 Q3	$8.63K	Hold	62	–	–	﹤0.01%	1951
2024 Q2	$8.41K	Sell	62 -3	-5%	-$407	﹤0.01%	1945
2024 Q1	$9.03K	Sell	65 -17	-21%	-$2.5K	﹤0.01%	1741
2023 Q4	$12.1K	Buy	82 +7	+9%	+$889	﹤0.01%	1476
2023 Q3	$9.6K	Hold	75	–	–	﹤0.01%	1436
2023 Q2	$11.1K	Buy	+75	New	+$10.6K	﹤0.01%	1391