Wealth Enhancement Advisory Services’s Middleby MIDD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$563K Sell
3,789
-775
-17% -$115K ﹤0.01% 2125
2025
Q1
$694K Buy
4,564
+415
+10% +$63.1K ﹤0.01% 1819
2024
Q4
$562K Buy
4,149
+1,171
+39% +$159K ﹤0.01% 1889
2024
Q3
$414K Buy
2,978
+26
+0.9% +$3.62K ﹤0.01% 1938
2024
Q2
$362K Sell
2,952
-493
-14% -$60.4K ﹤0.01% 1848
2024
Q1
$554K Buy
3,445
+46
+1% +$7.4K ﹤0.01% 1521
2023
Q4
$500K Sell
3,399
-251
-7% -$36.9K ﹤0.01% 1503
2023
Q3
$467K Buy
+3,650
New +$467K ﹤0.01% 1467