Arkadios Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
3,449
+331
| +11% | +$25.1K | 0.01% | 1077 |
|
|
2025
Q1 | $257K | Buy |
+3,118
| New | +$257K | 0.01% | 955 |
|
|
2021
Q4 | – | Sell |
-74
| Closed | -$5K | – | 1292 |
|
|
2021
Q3 | $5K | Sell |
74
-2
| -3% | -$135 | ﹤0.01% | 1605 |
|
|
2021
Q2 | $6K | Sell |
76
-1
| -1% | -$79 | ﹤0.01% | 1675 |
|
|
2021
Q1 | $6K | Buy |
77
+4
| +5% | +$312 | ﹤0.01% | 1323 |
|
|
2020
Q4 | $6K | Buy |
73
+11
| +18% | +$904 | ﹤0.01% | 1084 |
|
|
2020
Q3 | $6.18K | Buy |
+62
| New | +$6.18K | ﹤0.01% | 819 |
|