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 |
|