Evoke Wealth’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 | $271K | Buy |
2,047
+108
| +6% | +$16.4K | 0.01% | 572 |
|
|
2025
Q4 | $288K | Buy |
1,939
+107
| +6% | +$14K | 0.01% | 530 |
|
|
2025
Q3 | $244K | Sell |
1,832
-14,733
| -89% | -$2.05M | 0.01% | 556 |
|
|
2025
Q2 | $2.39M | Sell |
16,565
-1,253
| -7% | -$177K | 0.06% | 134 |
|
|
2025
Q1 | $2.71M | Sell |
17,818
-2,792
| -14% | -$438K | 0.07% | 110 |
|
|
2024
Q4 | $2.79M | Sell |
20,610
-1,269
| -6% | -$175K | 0.08% | 106 |
|
|
2024
Q3 | $3.04M | Buy |
+21,879
| New | +$2.94M | 0.08% | 96 |
|
|
2024
Q2 | – | Sell |
-22,075
| Closed | -$3.55M | – | 278 |
|
|
2024
Q1 | $3.55M | Buy |
22,075
+20,467
| +1,273% | +$3.01M | 0.11% | 87 |
|
|
2023
Q4 | $237K | Sell |
1,608
-23,034
| -93% | -$2.93M | 0.47% | 63 |
|
|
2023
Q3 | $3.15M | Sell |
24,642
-883
| -3% | -$125K | 0.11% | 90 |
|
|
2023
Q2 | $3.77M | Buy |
25,525
+1,286
| +5% | +$181K | 0.13% | 75 |
|
|
2023
Q1 | $3.55M | Sell |
24,239
-572
| -2% | -$85K | 0.13% | 81 |
|
|
2022
Q4 | $3.32M | Sell |
24,811
-82
| -0.3% | -$11.2K | 0.12% | 91 |
|
|
2022
Q3 | $3.19M | Sell |
24,893
-559
| -2% | -$78.5K | 0.13% | 79 |
|
|
2022
Q2 | $3.19M | Buy |
25,452
+3,191
| +14% | +$461K | 0.12% | 86 |
|
|
2022
Q1 | $3.65M | Sell |
22,261
-252
| -1% | -$45.8K | 0.12% | 85 |
|
|
2021
Q4 | $4.43M | Sell |
22,513
-110
| -0.5% | -$20.1K | 0.14% | 79 |
|
|
2021
Q3 | $3.86M | Sell |
22,623
-297
| -1% | -$53.7K | 0.14% | 81 |
|
|
2021
Q2 | $3.97M | Buy |
22,920
+175
| +0.8% | +$29.8K | 0.15% | 81 |
|
|
2021
Q1 | $3.77M | Buy |
+22,745
| New | +$3.35M | 0.17% | 79 |
|
|
2020
Q1 | – | Sell |
-26
| Closed | -$2.85K | – | 1268 |
|
|
2019
Q4 | $2.85K | Hold |
26
| – | – | ﹤0.01% | 1020 |
|
|
2019
Q3 | $3.04K | Buy |
+26
| New | +$3.19K | ﹤0.01% | 1123 |
|
Other funds holding MIDD
GIM
VCM
VPM
AI
