LWIC
Leith Wheeler Investment Counsel’s Middleby MIDD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
71,085
+4,284
| +6% | +$617K | 0.73% | 36 |
|
|
2025
Q1 | $10.2M | Buy |
66,801
+829
| +1% | +$126K | 0.71% | 36 |
|
|
2024
Q4 | $8.94M | Buy |
65,972
+18,912
| +40% | +$2.56M | 0.65% | 41 |
|
|
2024
Q3 | $6.55M | Sell |
47,060
-1,864
| -4% | -$259K | 0.46% | 49 |
|
|
2024
Q2 | $6M | Buy |
48,924
+360
| +0.7% | +$44.1K | 0.52% | 48 |
|
|
2024
Q1 | $7.81M | Buy |
48,564
+40
| +0.1% | +$6.43K | 0.76% | 43 |
|
|
2023
Q4 | $7.14M | Sell |
48,524
-630
| -1% | -$92.7K | 0.78% | 43 |
|
|
2023
Q3 | $6.29M | Buy |
49,154
+586
| +1% | +$75K | 0.83% | 40 |
|
|
2023
Q2 | $7.18M | Buy |
48,568
+230
| +0.5% | +$34K | 0.94% | 29 |
|
|
2023
Q1 | $7.09M | Buy |
48,338
+340
| +0.7% | +$49.8K | 1.04% | 26 |
|
|
2022
Q4 | $6.43M | Sell |
47,998
-110
| -0.2% | -$14.7K | 0.97% | 27 |
|
|
2022
Q3 | $6.17M | Buy |
48,108
+2,060
| +4% | +$264K | 1.03% | 24 |
|
|
2022
Q2 | $7.43M | Buy |
46,048
+260
| +0.6% | +$42K | 0.98% | 26 |
|
|
2022
Q1 | $7.51M | Sell |
45,788
-6,700
| -13% | -$1.1M | 1.12% | 21 |
|
|
2021
Q4 | $10.3M | Buy |
52,488
+560
| +1% | +$110K | 1.46% | 13 |
|
|
2021
Q3 | $8.85M | Sell |
51,928
-3,310
| -6% | -$564K | 1.32% | 16 |
|
|
2021
Q2 | $9.57M | Buy |
55,238
+2,850
| +5% | +$494K | 1.46% | 11 |
|
|
2021
Q1 | $8.68M | Sell |
52,388
-6,140
| -10% | -$1.02M | 1.43% | 12 |
|
|
2020
Q4 | $9.61M | Buy |
58,528
+930
| +2% | +$153K | 1.35% | 14 |
|
|
2020
Q3 | $5.17M | Sell |
57,598
-1,670
| -3% | -$150K | 1.08% | 20 |
|
|
2020
Q2 | $4.68M | Buy |
59,268
+6,979
| +13% | +$551K | 1.14% | 21 |
|
|
2020
Q1 | $2.97M | Buy |
52,289
+12,774
| +32% | +$727K | 0.9% | 23 |
|
|
2019
Q4 | $4.33M | Buy |
39,515
+1,640
| +4% | +$180K | 1.08% | 20 |
|
|
2019
Q3 | $4.43M | Buy |
37,875
+810
| +2% | +$94.7K | 1.3% | 16 |
|
|
2019
Q2 | $5.03M | Buy |
37,065
+1,210
| +3% | +$164K | 1.52% | 10 |
|
|
2019
Q1 | $4.66M | Buy |
35,855
+12,140
| +51% | +$1.58M | 1.44% | 11 |
|
|
2018
Q4 | $2.44M | Buy |
23,715
+6,205
| +35% | +$637K | 0.91% | 17 |
|
|
2018
Q3 | $2.27M | Buy |
17,510
+510
| +3% | +$66K | 0.67% | 20 |
|
|
2018
Q2 | $1.78M | Buy |
+17,000
| New | +$1.78M | 0.61% | 20 |
|