Atria Wealth Solutions’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 | $299K | Sell |
3,937
-2,574
| -40% | -$195K | 0.01% | 1150 |
|
|
2025
Q1 | $536K | Sell |
6,511
-9,842
| -60% | -$810K | 0.01% | 1156 |
|
|
2024
Q4 | $1.25M | Sell |
16,353
-253
| -2% | -$19.4K | 0.01% | 827 |
|
|
2024
Q3 | $1.37M | Buy |
16,606
+314
| +2% | +$25.8K | 0.01% | 792 |
|
|
2024
Q2 | $1.16M | Buy |
16,292
+1,343
| +9% | +$95.3K | 0.01% | 823 |
|
|
2024
Q1 | $1.15M | Buy |
14,949
+7,133
| +91% | +$548K | 0.01% | 850 |
|
|
2023
Q4 | $537K | Buy |
7,816
+313
| +4% | +$21.5K | 0.01% | 1159 |
|
|
2023
Q3 | $568K | Sell |
7,503
-567
| -7% | -$42.9K | 0.01% | 1070 |
|
|
2023
Q2 | $704K | Sell |
8,070
-195
| -2% | -$17K | 0.01% | 1001 |
|
|
2023
Q1 | $688K | Sell |
8,265
-7,739
| -48% | -$644K | 0.01% | 971 |
|
|
2022
Q4 | $1.33M | Sell |
16,004
-1,598
| -9% | -$133K | 0.02% | 639 |
|
|
2022
Q3 | $1.25M | Buy |
17,602
+6,974
| +66% | +$497K | 0.02% | 634 |
|
|
2022
Q2 | $885K | Sell |
10,628
-1,505
| -12% | -$125K | 0.02% | 725 |
|
|
2022
Q1 | $1.21M | Buy |
+12,133
| New | +$1.21M | 0.02% | 648 |
|