Carson Wealth (CWM LLC)’s McCormick & Company Voting MKC.V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Hold |
5,220
| – | – | ﹤0.01% | 1704 |
|
|
2025
Q1 | $428K | Sell |
5,220
-850
| -14% | -$69.7K | ﹤0.01% | 1517 |
|
|
2024
Q4 | $460K | Hold |
6,070
| – | – | ﹤0.01% | 1412 |
|
|
2024
Q3 | $501K | Hold |
6,070
| – | – | ﹤0.01% | 1312 |
|
|
2024
Q2 | $419K | Sell |
6,070
-884
| -13% | -$61K | ﹤0.01% | 1263 |
|
|
2024
Q1 | $538K | Hold |
6,954
| – | – | ﹤0.01% | 1105 |
|
|
2023
Q4 | $473K | Buy |
6,954
+5,400
| +347% | +$367K | ﹤0.01% | 1084 |
|
|
2023
Q3 | $123K | Buy |
+1,554
| New | +$123K | ﹤0.01% | 1522 |
|