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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	456
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	+$27K	0.01%	486
2019 Q4	–	Sell	-264	Closed	-$31K	–	835
2019 Q3	$31K	Hold	264	–	–	0.01%	413
2019 Q2	$36K	Hold	264	–	–	0.01%	392
2019 Q1	$34K	Hold	264	–	–	0.01%	398
2018 Q4	$27K	Hold	264	–	–	0.01%	393
2018 Q3	$34K	Hold	264	–	–	0.01%	363
2018 Q2	$28K	Hold	264	–	–	0.01%	430
2018 Q1	$33K	Hold	264	–	–	0.02%	419
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%	-$1.23K	0.02%	369
2016 Q4	$35K	Buy	273 +9	+3%	+$1.15K	0.02%	390
2016 Q3	$33K	Hold	264	–	–	0.02%	394
2016 Q2	$30K	Hold	264	–	–	0.02%	363
2016 Q1	$28K	Hold	264	–	–	0.02%	338
2015 Q4	$28K	Hold	264	–	–	0.02%	394
2015 Q3	$28K	Hold	264	–	–	0.02%	341
2015 Q2	$30K	Hold	264	–	–	0.02%	368
2015 Q1	$27K	Hold	264	–	–	0.02%	367
2014 Q4	$26K	Hold	264	–	–	0.02%	376
2014 Q3	$23K	Buy	+264	New	+$23K	0.02%	385
2014 Q2	–	Sell	-90	Closed	-$8K	–	846
2014 Q1	$8K	Buy	+90	New	+$8K	0.01%	406