Lorne Steinberg Wealth Management’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.13M | Sell |
23,640
-155
| -0.7% | -$23.5K | 0.74% | 47 |
|
|
2025
Q4 | $3.54M | Sell |
23,795
-155
| -0.6% | -$20.3K | 0.81% | 47 |
|
|
2025
Q3 | $3.18M | Sell |
23,950
-385
| -2% | -$53.5K | 0.77% | 47 |
|
|
2025
Q2 | $3.5M | Sell |
24,335
-130
| -0.5% | -$18.3K | 0.92% | 45 |
|
|
2025
Q1 | $3.72M | Sell |
24,465
-70
| -0.3% | -$11K | 1.08% | 43 |
|
|
2024
Q4 | $3.32M | Buy |
24,535
+70
| +0.3% | +$9.65K | 0.96% | 44 |
|
|
2024
Q3 | $3.4M | Sell |
24,465
-55
| -0.2% | -$7.39K | 0.98% | 47 |
|
|
2024
Q2 | $3.01M | Sell |
24,520
-135
| -0.5% | -$18.3K | 0.97% | 47 |
|
|
2024
Q1 | $3.96M | Buy |
24,655
+65
| +0.3% | +$9.57K | 1.24% | 43 |
|
|
2023
Q4 | $3.62M | Sell |
24,590
-140
| -0.6% | -$17.8K | 1.22% | 45 |
|
|
2023
Q3 | $3.17M | Sell |
24,730
-410
| -2% | -$58.3K | 1.22% | 44 |
|
|
2023
Q2 | $3.72M | Sell |
25,140
-385
| -2% | -$54.3K | 1.4% | 42 |
|
|
2023
Q1 | $3.74M | Buy |
25,525
+70
| +0.3% | +$10.4K | 1.5% | 37 |
|
|
2022
Q4 | $3.41M | Sell |
25,455
-195
| -0.8% | -$26.5K | 1.46% | 35 |
|
|
2022
Q3 | $3.29M | Sell |
25,650
-155
| -0.6% | -$21.8K | 1.6% | 31 |
|
|
2022
Q2 | $3.23M | Buy |
25,805
+155
| +0.6% | +$22.4K | 1.52% | 36 |
|
|
2022
Q1 | $4.21M | Buy |
25,650
+18
| +0.1% | +$3.27K | 1.94% | 27 |
|
|
2021
Q4 | $5.04M | Sell |
25,632
-910
| -3% | -$166K | 2.17% | 21 |
|
|
2021
Q3 | $4.53M | Buy |
26,542
+205
| +0.8% | +$37K | 2.19% | 23 |
|
|
2021
Q2 | $4.56M | Buy |
26,337
+262
| +1% | +$44.7K | 2.24% | 24 |
|
|
2021
Q1 | $4.32M | Sell |
26,075
-305
| -1% | -$44.9K | 2.29% | 23 |
|
|
2020
Q4 | $3.41M | Buy |
+26,380
| New | +$3.18M | 2.12% | 24 |
|
Other funds holding MIDD
GIM
VCM
VPM
AI
