LAM
Lummis Asset Management’s Middleby MIDD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-605
| Closed | -$95.1K | – | 162 |
|
|
2025
Q1 | $95.1K | Sell |
605
-8,179
| -93% | -$1.29M | 0.07% | 70 |
|
|
2024
Q4 | $1.19M | Sell |
8,784
-195
| -2% | -$26.4K | 1.51% | 21 |
|
|
2024
Q3 | $1.25M | Buy |
8,979
+195
| +2% | +$27.1K | 1.46% | 21 |
|
|
2024
Q2 | $1.08M | Buy |
8,784
+50
| +0.6% | +$6.13K | 1.42% | 21 |
|
|
2024
Q1 | $1.4M | Sell |
8,734
-2,474
| -22% | -$398K | 1.88% | 21 |
|
|
2023
Q4 | $1.65M | Buy |
+11,208
| New | +$1.65M | 1.26% | 24 |
|