JFS Wealth Advisors’s Middleby MIDD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03K | Sell |
28
-12
| -30% | -$1.73K | ﹤0.01% | 1156 |
|
|
2025
Q1 | $6.08K | Buy |
40
+4
| +11% | +$608 | ﹤0.01% | 1042 |
|
|
2024
Q4 | $4.88K | Buy |
36
+6
| +20% | +$813 | ﹤0.01% | 1134 |
|
|
2024
Q3 | $4.17K | Buy |
30
+1
| +3% | +$139 | ﹤0.01% | 1187 |
|
|
2024
Q2 | $3.56K | Buy |
29
+3
| +12% | +$368 | ﹤0.01% | 1204 |
|
|
2024
Q1 | $4.18K | Buy |
26
+11
| +73% | +$1.77K | ﹤0.01% | 1163 |
|
|
2023
Q4 | $2.21K | Sell |
15
-3
| -17% | -$442 | ﹤0.01% | 1388 |
|
|
2023
Q3 | $2.3K | Sell |
18
-7
| -28% | -$896 | ﹤0.01% | 1307 |
|
|
2023
Q2 | $3.7K | Hold |
25
| – | – | ﹤0.01% | 1142 |
|
|
2023
Q1 | $3.67K | Sell |
25
-2
| -7% | -$293 | ﹤0.01% | 1119 |
|
|
2022
Q4 | $3.62K | Hold |
27
| – | – | ﹤0.01% | 1125 |
|
|
2022
Q3 | $3K | Sell |
27
-24
| -47% | -$2.67K | ﹤0.01% | 1204 |
|
|
2022
Q2 | $6K | Buy |
51
+25
| +96% | +$2.94K | ﹤0.01% | 944 |
|
|
2022
Q1 | $4K | Buy |
26
+12
| +86% | +$1.85K | ﹤0.01% | 1153 |
|
|
2021
Q4 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 965 |
|