RMR Wealth Builders’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 | $380K | Hold |
2,867
| – | – | 0.03% | 206 |
|
|
2025
Q4 | $426K | Hold |
2,867
| – | – | 0.03% | 192 |
|
|
2025
Q3 | $381K | Hold |
2,867
| – | – | 0.03% | 202 |
|
|
2025
Q2 | $413K | Hold |
2,867
| – | – | 0.04% | 182 |
|
|
2025
Q1 | $436K | Hold |
2,867
| – | – | 0.05% | 164 |
|
|
2024
Q4 | $388K | Hold |
2,867
| – | – | 0.04% | 179 |
|
|
2024
Q3 | $399K | Hold |
2,867
| – | – | 0.04% | 180 |
|
|
2024
Q2 | $352K | Hold |
2,867
| – | – | 0.04% | 182 |
|
|
2024
Q1 | $461K | Hold |
2,867
| – | – | 0.06% | 158 |
|
|
2023
Q4 | $422K | Hold |
2,867
| – | – | 0.06% | 161 |
|
|
2023
Q3 | $367K | Hold |
2,867
| – | – | 0.06% | 163 |
|
|
2023
Q2 | $424K | Hold |
2,867
| – | – | 0.07% | 133 |
|
|
2023
Q1 | $420K | Hold |
2,867
| – | – | 0.08% | 124 |
|
|
2022
Q4 | $384K | Hold |
2,867
| – | – | 0.09% | 121 |
|
|
2022
Q3 | $367K | Buy |
+2,867
| New | +$402K | 0.09% | 122 |
|
|
2022
Q2 | – | Sell |
-1,409
| Closed | -$231K | – | 206 |
|
|
2022
Q1 | $231K | Buy |
+1,409
| New | +$256K | 0.05% | 185 |
|
|
2021
Q4 | – | Sell |
-1,409
| Closed | -$240K | – | 174 |
|
|
2021
Q3 | $240K | Hold |
1,409
| – | – | 0.07% | 164 |
|
|
2021
Q2 | $244K | Hold |
1,409
| – | – | 0.08% | 152 |
|
|
2021
Q1 | $234K | Hold |
1,409
| – | – | 0.06% | 168 |
|
|
2020
Q4 | $182K | Buy |
+1,409
| New | +$170K | 0.09% | 159 |
|
|
2020
Q3 | – | Sell |
-1,409
| Closed | -$111K | – | 370 |
|
|
2020
Q2 | $111K | Buy |
+1,409
| New | +$91.3K | 0.1% | 161 |
|
|
2019
Q4 | $154K | Buy |
+1,409
| New | +$162K | 0.15% | 134 |
|
Other funds holding MIDD
GIM
VCM
VPM
AI
