BSW Wealth Partners’s McCormick & Company Non-Voting MKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $233K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $940K | Buy |
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|
2022
Q4 | $697K | Sell |
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|
2022
Q3 | $629K | Buy |
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|
2022
Q2 | $653K | Buy |
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|
2022
Q1 | $656K | Buy |
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|
2021
Q4 | $589K | Buy |
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|
2021
Q3 | $449K | Buy |
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|
2021
Q2 | $323K | Buy |
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|
2021
Q1 | $261K | Sell |
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|
2020
Q4 | $285K | Buy |
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|
2020
Q3 | $245K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $267K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $337K | Buy |
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