TD Private Client Wealth’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	$5.44K	Hold	41	–	–	﹤0.01%	1168
2025 Q4	$6.09K	Sell	41 -5,895	-99%	-$774K	﹤0.01%	1136
2025 Q3	$789K	Sell	5,936 -1,344	-18%	-$187K	0.02%	403
2025 Q2	$1.05M	Sell	7,280 -429	-6%	-$60.4K	0.03%	351
2025 Q1	$1.17M	Buy	7,709 +2,444	+46%	+$383K	0.03%	313
2024 Q4	$713K	Sell	5,265 -47	-0.9%	-$6.48K	0.02%	405
2024 Q3	$739K	Sell	5,312 -170	-3%	-$22.8K	0.02%	408
2024 Q2	$672K	Buy	5,482 +1,565	+40%	+$212K	0.02%	405
2024 Q1	$630K	Buy	3,917 +3,760	+2,395%	+$554K	0.02%	420
2023 Q4	$23.1K	Hold	157	–	–	﹤0.01%	935
2023 Q3	$20.1K	Hold	157	–	–	﹤0.01%	931
2023 Q2	$23.2K	Hold	157	–	–	﹤0.01%	924
2023 Q1	$23K	Hold	157	–	–	﹤0.01%	919
2022 Q4	$21K	Sell	157 -5,361	-97%	-$730K	﹤0.01%	908
2022 Q3	$707K	Sell	5,518 -1,453	-21%	-$204K	0.04%	360
2022 Q2	$874K	Sell	6,971 -245	-3%	-$35.4K	0.04%	336
2022 Q1	$1.18M	Sell	7,216 -2,052	-22%	-$373K	0.05%	315
2021 Q4	$1.82M	Buy	9,268 +1,143	+14%	+$209K	0.08%	250
2021 Q3	$1.39M	Buy	8,125 +5	+0.1%	+$904	0.06%	290
2021 Q2	$1.41M	Buy	8,120 +53	+0.7%	+$9.03K	0.06%	287
2021 Q1	$1.34M	Buy	8,067 +25	+0.3%	+$3.68K	0.06%	283
2020 Q4	$1.04M	Sell	8,042 -2,641	-25%	-$319K	0.05%	295
2020 Q3	$958K	Buy	10,683 +485	+5%	+$43.9K	0.05%	297
2020 Q2	$805K	Sell	10,198 -108	-1%	-$7K	0.05%	306
2020 Q1	$586K	Buy	10,306 +1,609	+19%	+$158K	0.04%	305
2019 Q4	$952K	Buy	+8,697	New	+$998K	0.06%	275