Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $60K | Buy |
751
+241
| +47% | +$19.3K | 0.01% | 607 |
|
|
2021
Q2 | $45K | Sell |
510
-16
| -3% | -$1.41K | 0.01% | 627 |
|
|
2021
Q1 | $46K | Buy |
526
+57
| +12% | +$4.99K | 0.01% | 509 |
|
|
2020
Q4 | $44K | Sell |
469
-121
| -21% | -$11.4K | 0.01% | 438 |
|
|
2020
Q3 | $56K | Buy |
590
+160
| +37% | +$15.2K | 0.02% | 319 |
|
|
2020
Q2 | $37K | Buy |
430
+48
| +13% | +$4.13K | 0.01% | 394 |
|
|
2020
Q1 | $25K | Buy |
382
+68
| +22% | +$4.45K | 0.01% | 444 |
|
|
2019
Q4 | $26K | Buy |
314
+24
| +8% | +$1.99K | 0.01% | 463 |
|
|
2019
Q3 | $22K | Hold |
290
| – | – | 0.01% | 483 |
|
|
2019
Q2 | $22K | Buy |
290
+66
| +29% | +$5.01K | 0.01% | 489 |
|
|
2019
Q1 | $16K | Buy |
224
+78
| +53% | +$5.57K | 0.01% | 511 |
|
|
2018
Q4 | $10K | Buy |
+146
| New | +$10K | ﹤0.01% | 509 |
|