Forum Financial Management’s Middleby MIDD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$339K Sell
2,353
-170
-7% -$24.5K 0.01% 598
2025
Q1
$383K Sell
2,523
-44
-2% -$6.69K 0.01% 469
2024
Q4
$348K Buy
+2,567
New +$348K 0.01% 529