BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.05K | Hold |
12
| – | – | ﹤0.01% | 752 |
|
|
2023
Q1 | $999 | Hold |
12
| – | – | ﹤0.01% | 902 |
|
|
2022
Q4 | $995 | Hold |
12
| – | – | ﹤0.01% | 880 |
|
|
2022
Q3 | $1K | Sell |
12
-16
| -57% | -$1.33K | ﹤0.01% | 906 |
|
|
2022
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 835 |
|
|
2022
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 810 |
|
|
2021
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 868 |
|
|
2021
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 892 |
|
|
2021
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 827 |
|
|
2021
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 787 |
|
|
2020
Q4 | $3K | Buy |
28
+16
| +133% | +$1.71K | ﹤0.01% | 737 |
|
|
2020
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 834 |
|
|
2020
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 881 |
|