Shelton Capital Management’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
1,931
| – | – | 0.01% | 517 |
|
|
2025
Q1 | $293K | Sell |
1,931
-179
| -8% | -$27.2K | 0.01% | 477 |
|
|
2024
Q4 | $286K | Hold |
2,110
| – | – | 0.01% | 522 |
|
|
2024
Q3 | $294K | Sell |
2,110
-74
| -3% | -$10.3K | 0.01% | 512 |
|
|
2024
Q2 | $268K | Sell |
2,184
-135
| -6% | -$16.6K | 0.01% | 529 |
|
|
2024
Q1 | $373K | Hold |
2,319
| – | – | 0.01% | 427 |
|
|
2023
Q4 | $341K | Sell |
2,319
-168
| -7% | -$24.7K | 0.01% | 424 |
|
|
2023
Q3 | $318K | Sell |
2,487
-169
| -6% | -$21.6K | 0.01% | 437 |
|
|
2023
Q2 | $393K | Sell |
2,656
-103
| -4% | -$15.2K | 0.01% | 373 |
|
|
2023
Q1 | $404K | Hold |
2,759
| – | – | 0.02% | 350 |
|
|
2022
Q4 | $369K | Sell |
2,759
-141
| -5% | -$18.9K | 0.04% | 355 |
|
|
2022
Q3 | $372K | Hold |
2,900
| – | – | 0.02% | 370 |
|
|
2022
Q2 | $364K | Hold |
2,900
| – | – | 0.02% | 393 |
|
|
2022
Q1 | $475K | Hold |
2,900
| – | – | 0.02% | 360 |
|
|
2021
Q4 | $571K | Hold |
2,900
| – | – | 0.02% | 334 |
|
|
2021
Q3 | $494K | Hold |
2,900
| – | – | 0.02% | 360 |
|
|
2021
Q2 | $502K | Hold |
2,900
| – | – | 0.02% | 376 |
|
|
2021
Q1 | $481K | Hold |
2,900
| – | – | 0.02% | 396 |
|
|
2020
Q4 | $374K | Buy |
2,900
+356
| +14% | +$45.9K | 0.02% | 411 |
|
|
2020
Q3 | $228K | Buy |
+2,544
| New | +$228K | 0.01% | 629 |
|