Shelton Capital Management’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 | $209K | Hold |
1,577
| – | – | ﹤0.01% | 657 |
|
|
2025
Q4 | $234K | Sell |
1,577
-354
| -18% | -$46.5K | ﹤0.01% | 591 |
|
|
2025
Q3 | $257K | Hold |
1,931
| – | – | 0.01% | 561 |
|
|
2025
Q2 | $278K | Hold |
1,931
| – | – | 0.01% | 517 |
|
|
2025
Q1 | $293K | Sell |
1,931
-179
| -8% | -$28.1K | 0.01% | 480 |
|
|
2024
Q4 | $286K | Hold |
2,110
| – | – | 0.01% | 523 |
|
|
2024
Q3 | $294K | Sell |
2,110
-74
| -3% | -$9.94K | 0.01% | 512 |
|
|
2024
Q2 | $268K | Sell |
2,184
-135
| -6% | -$18.3K | 0.01% | 537 |
|
|
2024
Q1 | $373K | Hold |
2,319
| – | – | 0.01% | 436 |
|
|
2023
Q4 | $341K | Sell |
2,319
-168
| -7% | -$21.3K | 0.01% | 433 |
|
|
2023
Q3 | $318K | Sell |
2,487
-169
| -6% | -$24K | 0.01% | 442 |
|
|
2023
Q2 | $393K | Sell |
2,656
-103
| -4% | -$14.5K | 0.01% | 379 |
|
|
2023
Q1 | $404K | Hold |
2,759
| – | – | 0.02% | 356 |
|
|
2022
Q4 | $369K | Sell |
2,759
-141
| -5% | -$19.2K | 0.04% | 359 |
|
|
2022
Q3 | $372K | Hold |
2,900
| – | – | 0.02% | 372 |
|
|
2022
Q2 | $364K | Hold |
2,900
| – | – | 0.02% | 396 |
|
|
2022
Q1 | $475K | Hold |
2,900
| – | – | 0.02% | 371 |
|
|
2021
Q4 | $571K | Hold |
2,900
| – | – | 0.02% | 337 |
|
|
2021
Q3 | $494K | Hold |
2,900
| – | – | 0.02% | 362 |
|
|
2021
Q2 | $502K | Hold |
2,900
| – | – | 0.02% | 379 |
|
|
2021
Q1 | $481K | Hold |
2,900
| – | – | 0.02% | 399 |
|
|
2020
Q4 | $374K | Buy |
2,900
+356
| +14% | +$43K | 0.02% | 418 |
|
|
2020
Q3 | $228K | Buy |
+2,544
| New | +$230K | 0.01% | 636 |
|
Other funds holding MIDD
GIM
VCM
VPM
AI
