Bingham Osborn & Scarborough’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
Q4 | – | Sell |
-3,692
| Closed | -$299K | – | 94 |
|
|
2021
Q3 | $299K | Buy |
3,692
+39
| +1% | +$3.16K | 0.02% | 126 |
|
|
2021
Q2 | $323K | Buy |
3,653
+25
| +0.7% | +$2.21K | 0.02% | 122 |
|
|
2021
Q1 | $323K | Buy |
3,628
+52
| +1% | +$4.63K | 0.02% | 113 |
|
|
2020
Q4 | $342K | Buy |
3,576
+22
| +0.6% | +$2.1K | 0.03% | 101 |
|
|
2020
Q3 | $345K | Hold |
3,554
| – | – | 0.03% | 119 |
|
|
2020
Q2 | $319K | Sell |
3,554
-16
| -0.4% | -$1.44K | 0.03% | 116 |
|
|
2020
Q1 | $252K | Buy |
3,570
+28
| +0.8% | +$1.98K | 0.02% | 122 |
|
|
2019
Q4 | $301K | Hold |
3,542
| – | – | 0.02% | 125 |
|
|
2019
Q3 | $277K | Buy |
+3,542
| New | +$277K | 0.02% | 118 |
|