Geneos Wealth 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 | $23.2K | Buy |
161
+5
| +3% | +$720 | ﹤0.01% | 1962 |
|
|
2025
Q1 | $47.4K | Buy |
+156
| New | +$47.4K | ﹤0.01% | 1950 |
|
|
2024
Q4 | – | Sell |
-7
| Closed | -$974 | – | 2935 |
|
|
2024
Q3 | $974 | Buy |
+7
| New | +$974 | ﹤0.01% | 2452 |
|
|
2019
Q2 | – | Sell |
-27
| Closed | -$3K | – | 2513 |
|
|
2019
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 2165 |
|
|
2018
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 2211 |
|
|
2018
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 2194 |
|
|
2018
Q2 | $2K | Sell |
27
-33
| -55% | -$2.44K | ﹤0.01% | 2119 |
|
|
2018
Q1 | $7K | Hold |
60
| – | – | ﹤0.01% | 1769 |
|
|
2017
Q4 | $8K | Hold |
60
| – | – | ﹤0.01% | 1707 |
|
|
2017
Q3 | $7K | Hold |
60
| – | – | ﹤0.01% | 1683 |
|
|
2017
Q2 | $7K | Hold |
60
| – | – | ﹤0.01% | 1642 |
|
|
2017
Q1 | $8K | Hold |
60
| – | – | ﹤0.01% | 1560 |
|
|
2016
Q4 | $7K | Hold |
60
| – | – | ﹤0.01% | 1538 |
|
|
2016
Q3 | $7K | Hold |
60
| – | – | ﹤0.01% | 1484 |
|
|
2016
Q2 | $6K | Hold |
60
| – | – | ﹤0.01% | 1467 |
|
|
2016
Q1 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 1444 |
|