JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.59K | Sell |
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|
2025
Q2 | $4.03K | Sell |
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|
2025
Q1 | $6.08K | Buy |
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|
2024
Q4 | $4.88K | Buy |
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|
2024
Q3 | $4.17K | Buy |
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|
2024
Q2 | $3.56K | Buy |
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|
2024
Q1 | $4.18K | Buy |
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|
2023
Q4 | $2.21K | Sell |
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|
2023
Q3 | $2.3K | Sell |
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|
2023
Q2 | $3.7K | Hold |
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|
2023
Q1 | $3.67K | Sell |
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|
2022
Q4 | $3.62K | Hold |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $6K | Buy |
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|
2022
Q1 | $4K | Buy |
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|
2021
Q4 | $3K | Buy |
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