Simon Quick Advisors’s Middleby MIDD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
8,053
+1,287
+19% +$185K 0.05% 230
2025
Q1
$1.03M Buy
6,766
+461
+7% +$70.1K 0.06% 169
2024
Q4
$854K Sell
6,305
-47
-0.7% -$6.37K 0.05% 173
2024
Q3
$884K Buy
6,352
+24
+0.4% +$3.34K 0.06% 169
2024
Q2
$776K Buy
6,328
+3,246
+105% +$398K 0.05% 160
2024
Q1
$496K Buy
3,082
+766
+33% +$123K 0.04% 205
2023
Q4
$341K Sell
2,316
-37
-2% -$5.45K 0.03% 219
2023
Q3
$301K Buy
2,353
+719
+44% +$92K 0.03% 234
2023
Q2
$242K Sell
1,634
-451
-22% -$66.7K 0.02% 243
2023
Q1
$306K Buy
+2,085
New +$306K 0.03% 205