Plante Moran Financial Advisors’s Middleby MIDD Stock Holding History

Plante Moran Financial Advisors’s Portfolio MIDD Stock Details MIDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.9K	Hold	165	–	–	﹤0.01%	417
2025 Q4	$24.5K	Hold	165	–	–	﹤0.01%	421
2025 Q3	$21.9K	Hold	165	–	–	﹤0.01%	450
2025 Q2	$23.8K	Hold	165	–	–	﹤0.01%	455
2025 Q1	$25.1K	Hold	165	–	–	﹤0.01%	448
2024 Q4	$22.3K	Hold	165	–	–	﹤0.01%	475
2024 Q3	$23K	Hold	165	–	–	﹤0.01%	505
2024 Q2	$20.2K	Hold	165	–	–	﹤0.01%	477
2024 Q1	$26.5K	Hold	165	–	–	﹤0.01%	457
2023 Q4	$24.3K	Hold	165	–	–	﹤0.01%	424
2023 Q3	$21.1K	Hold	165	–	–	﹤0.01%	425
2023 Q2	$24.4K	Hold	165	–	–	﹤0.01%	405
2023 Q1	$24.2K	Hold	165	–	–	﹤0.01%	411
2022 Q4	$22.1K	Hold	165	–	–	﹤0.01%	439
2022 Q3	$21K	Hold	165	–	–	﹤0.01%	453
2022 Q2	$21K	Hold	165	–	–	﹤0.01%	458
2022 Q1	$27K	Hold	165	–	–	0.01%	433
2021 Q4	$32K	Hold	165	–	–	0.01%	451
2021 Q3	$28K	Hold	165	–	–	0.01%	488
2021 Q2	$29K	Hold	165	–	–	0.01%	484
2021 Q1	$27K	Buy	+165	New	+$24.3K	0.01%	486
2019 Q4	–	Sell	-264	Closed	-$31K	–	836
2019 Q3	$31K	Hold	264	–	–	0.01%	413
2019 Q2	$36K	Hold	264	–	–	0.01%	394
2019 Q1	$34K	Hold	264	–	–	0.01%	400
2018 Q4	$27K	Hold	264	–	–	0.01%	395
2018 Q3	$34K	Hold	264	–	–	0.01%	365
2018 Q2	$28K	Hold	264	–	–	0.01%	432
2018 Q1	$33K	Hold	264	–	–	0.02%	421
2017 Q4	$36K	Hold	264	–	–	0.02%	407
2017 Q3	$34K	Hold	264	–	–	0.02%	387
2017 Q2	$32K	Hold	264	–	–	0.02%	396
2017 Q1	$36K	Sell	264 -9	-3%	-$1.22K	0.02%	370
2016 Q4	$35K	Buy	273 +9	+3%	+$1.13K	0.02%	391
2016 Q3	$33K	Hold	264	–	–	0.02%	395
2016 Q2	$30K	Hold	264	–	–	0.02%	364
2016 Q1	$28K	Hold	264	–	–	0.02%	338
2015 Q4	$28K	Hold	264	–	–	0.02%	394
2015 Q3	$28K	Hold	264	–	–	0.02%	342
2015 Q2	$30K	Hold	264	–	–	0.02%	369
2015 Q1	$27K	Hold	264	–	–	0.02%	367
2014 Q4	$26K	Hold	264	–	–	0.02%	376
2014 Q3	$23K	Buy	+264	New	+$21.9K	0.02%	385
2014 Q2	–	Sell	-90	Closed	-$8K	–	846
2014 Q1	$8K	Buy	+90	New	+$7.85K	0.01%	406