Avantax Advisory Services’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 | $1.76M | Sell |
23,203
-3,051
| -12% | -$231K | 0.01% | 865 |
|
|
2025
Q1 | $2.16M | Buy |
26,254
+104
| +0.4% | +$8.56K | 0.01% | 701 |
|
|
2024
Q4 | $1.99M | Buy |
26,150
+488
| +2% | +$37.2K | 0.01% | 712 |
|
|
2024
Q3 | $2.11M | Buy |
25,662
+508
| +2% | +$41.8K | 0.01% | 677 |
|
|
2024
Q2 | $1.78M | Buy |
25,154
+7,837
| +45% | +$556K | 0.01% | 702 |
|
|
2024
Q1 | $1.33M | Sell |
17,317
-11,118
| -39% | -$854K | 0.01% | 658 |
|
|
2023
Q4 | $1.95M | Sell |
28,435
-504
| -2% | -$34.5K | 0.02% | 507 |
|
|
2023
Q3 | $2.19M | Sell |
28,939
-1,961
| -6% | -$148K | 0.02% | 435 |
|
|
2023
Q2 | $2.7M | Buy |
30,900
+1,618
| +6% | +$141K | 0.03% | 377 |
|
|
2023
Q1 | $2.44M | Buy |
29,282
+199
| +0.7% | +$16.6K | 0.03% | 382 |
|
|
2022
Q4 | $2.41M | Buy |
29,083
+2,852
| +11% | +$236K | 0.03% | 369 |
|
|
2022
Q3 | $1.87M | Buy |
26,231
+1,179
| +5% | +$84K | 0.03% | 391 |
|
|
2022
Q2 | $2.09M | Buy |
25,052
+12,061
| +93% | +$1M | 0.03% | 366 |
|
|
2022
Q1 | $1.3M | Sell |
12,991
-168
| -1% | -$16.7K | 0.02% | 476 |
|
|
2021
Q4 | $1.27M | Sell |
13,159
-939
| -7% | -$90.7K | 0.02% | 459 |
|
|
2021
Q3 | $1.14M | Sell |
14,098
-250
| -2% | -$20.3K | 0.02% | 448 |
|
|
2021
Q2 | $1.27M | Buy |
14,348
+1,611
| +13% | +$142K | 0.02% | 428 |
|
|
2021
Q1 | $1.14M | Buy |
12,737
+671
| +6% | +$59.8K | 0.02% | 398 |
|
|
2020
Q4 | $1.16M | Buy |
12,066
+3,026
| +33% | +$290K | 0.03% | 366 |
|
|
2020
Q3 | $880K | Buy |
9,040
+5,808
| +180% | +$565K | 0.01% | 574 |
|
|
2020
Q2 | $290K | Buy |
+3,232
| New | +$290K | 0.01% | 647 |
|
|
2020
Q1 | – | Sell |
-2,576
| Closed | -$218K | – | 856 |
|
|
2019
Q4 | $218K | Buy |
+2,576
| New | +$218K | 0.01% | 755 |
|