LPL Financial’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 | $1.09M | Buy |
8,207
+200
| +2% | +$30.3K | ﹤0.01% | 4111 |
|
|
2025
Q4 | $1.19M | Sell |
8,007
-813
| -9% | -$107K | ﹤0.01% | 3893 |
|
|
2025
Q3 | $1.17M | Buy |
8,820
+930
| +12% | +$129K | ﹤0.01% | 3845 |
|
|
2025
Q2 | $1.14M | Buy |
7,890
+233
| +3% | +$32.8K | ﹤0.01% | 3636 |
|
|
2025
Q1 | $1.16M | Buy |
7,657
+1,766
| +30% | +$277K | ﹤0.01% | 3430 |
|
|
2024
Q4 | $798K | Buy |
5,891
+640
| +12% | +$88.2K | ﹤0.01% | 3690 |
|
|
2024
Q3 | $731K | Buy |
5,251
+84
| +2% | +$11.3K | ﹤0.01% | 3688 |
|
|
2024
Q2 | $634K | Sell |
5,167
-6
| -0.1% | -$814 | ﹤0.01% | 3658 |
|
|
2024
Q1 | $832K | Buy |
5,173
+96
| +2% | +$14.1K | ﹤0.01% | 3344 |
|
|
2023
Q4 | $747K | Sell |
5,077
-106
| -2% | -$13.5K | ﹤0.01% | 3317 |
|
|
2023
Q3 | $663K | Buy |
5,183
+467
| +10% | +$66.4K | ﹤0.01% | 3262 |
|
|
2023
Q2 | $697K | Sell |
4,716
-192
| -4% | -$27.1K | ﹤0.01% | 3163 |
|
|
2023
Q1 | $720K | Sell |
4,908
-245
| -5% | -$36.4K | ﹤0.01% | 3028 |
|
|
2022
Q4 | $690K | Buy |
5,153
+1
| +0% | +$136 | ﹤0.01% | 2968 |
|
|
2022
Q3 | $660K | Sell |
5,152
-530
| -9% | -$74.4K | ﹤0.01% | 2891 |
|
|
2022
Q2 | $712K | Buy |
5,682
+2,119
| +59% | +$306K | ﹤0.01% | 2874 |
|
|
2022
Q1 | $584K | Buy |
3,563
+363
| +11% | +$65.9K | ﹤0.01% | 3073 |
|
|
2021
Q4 | $630K | Buy |
3,200
+5
| +0.2% | +$912 | ﹤0.01% | 3072 |
|
|
2021
Q3 | $545K | Buy |
3,195
+52
| +2% | +$9.4K | ﹤0.01% | 3142 |
|
|
2021
Q2 | $545K | Sell |
3,143
-659
| -17% | -$112K | ﹤0.01% | 3083 |
|
|
2021
Q1 | $630K | Buy |
3,802
+527
| +16% | +$77.6K | ﹤0.01% | 2826 |
|
|
2020
Q4 | $422K | Sell |
3,275
-128
| -4% | -$15.5K | ﹤0.01% | 2909 |
|
|
2020
Q3 | $305K | Sell |
3,403
-188
| -5% | -$17K | ﹤0.01% | 2896 |
|
|
2020
Q2 | $283K | Sell |
3,591
-640
| -15% | -$41.5K | ﹤0.01% | 2876 |
|
|
2020
Q1 | $241K | Sell |
4,231
-1,923
| -31% | -$189K | ﹤0.01% | 2671 |
|
|
2019
Q4 | $674K | Buy |
6,154
+318
| +5% | +$36.5K | ﹤0.01% | 2126 |
|
|
2019
Q3 | $682K | Sell |
5,836
-995
| -15% | -$122K | ﹤0.01% | 2018 |
|
|
2019
Q2 | $930K | Buy |
6,831
+1,230
| +22% | +$165K | ﹤0.01% | 1773 |
|
|
2019
Q1 | $731K | Sell |
5,601
-115
| -2% | -$13.8K | ﹤0.01% | 1889 |
|
|
2018
Q4 | $587K | Buy |
5,716
+46
| +0.8% | +$5.24K | ﹤0.01% | 1922 |
|
|
2018
Q3 | $733K | Buy |
5,670
+411
| +8% | +$46.9K | ﹤0.01% | 1918 |
|
|
2018
Q2 | $549K | Sell |
5,259
-898
| -15% | -$102K | ﹤0.01% | 2119 |
|
|
2018
Q1 | $762K | Sell |
6,157
-79
| -1% | -$10.3K | ﹤0.01% | 1816 |
|
|
2017
Q4 | $841K | Buy |
6,236
+914
| +17% | +$112K | ﹤0.01% | 1657 |
|
|
2017
Q3 | $662K | Sell |
5,322
-1,833
| -26% | -$226K | ﹤0.01% | 1731 |
|
|
2017
Q2 | $868K | Buy |
7,155
+4,420
| +162% | +$584K | ﹤0.01% | 1465 |
|
|
2017
Q1 | $372K | Buy |
2,735
+446
| +19% | +$60.6K | ﹤0.01% | 2047 |
|
|
2016
Q4 | $295K | Sell |
2,289
-38
| -2% | -$4.78K | ﹤0.01% | 2187 |
|
|
2016
Q3 | $287K | Sell |
2,327
-12,783
| -85% | -$1.57M | ﹤0.01% | 2155 |
|
|
2016
Q2 | $1.71M | Buy |
15,110
+9,004
| +147% | +$1.03M | 0.01% | 843 |
|
|
2016
Q1 | $644K | Buy |
6,106
+103
| +2% | +$9.68K | ﹤0.01% | 1987 |
|
|
2015
Q4 | $647K | Sell |
6,003
-5,814
| -49% | -$648K | ﹤0.01% | 2013 |
|
|
2015
Q3 | $1.28M | Buy |
11,817
+7,675
| +185% | +$884K | 0.01% | 1086 |
|
|
2015
Q2 | $472K | Buy |
4,142
+1,876
| +83% | +$201K | ﹤0.01% | 1938 |
|
|
2015
Q1 | $237K | Sell |
2,266
-1,095
| -33% | -$111K | ﹤0.01% | 2430 |
|
|
2014
Q4 | $333K | Sell |
3,361
-284
| -8% | -$26K | ﹤0.01% | 2065 |
|
|
2014
Q3 | $315K | Sell |
3,645
-223
| -6% | -$18.5K | ﹤0.01% | 2129 |
|
|
2014
Q2 | $320K | Sell |
3,868
-4,463
| -54% | -$367K | ﹤0.01% | 2154 |
|
|
2014
Q1 | $734K | Sell |
8,331
-279
| -3% | -$24.3K | ﹤0.01% | 1459 |
|
|
2013
Q4 | $688K | Sell |
8,610
-108
| -1% | -$8K | ﹤0.01% | 1509 |
|
|
2013
Q3 | $632K | Sell |
8,718
-624
| -7% | -$40.1K | ﹤0.01% | 1467 |
|
|
2013
Q2 | $530K | Buy |
+9,342
| New | +$491K | ﹤0.01% | 1522 |
|
Other funds holding MIDD
GIM
VCM
VPM
AI
