Chicago Partners Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
3,352
-535
| -14% | -$38.7K | 0.01% | 949 |
|
|
2025
Q1 | $291K | Buy |
3,887
+1,122
| +41% | +$84.1K | 0.01% | 698 |
|
|
2024
Q4 | $206K | Sell |
2,765
-100
| -3% | -$7.45K | 0.01% | 812 |
|
|
2024
Q3 | $227K | Buy |
+2,865
| New | +$227K | 0.01% | 712 |
|
|
2023
Q3 | – | Sell |
-2,545
| Closed | -$225K | – | 689 |
|
|
2023
Q2 | $225K | Buy |
+2,545
| New | +$225K | 0.01% | 603 |
|
|
2018
Q4 | – | Sell |
-800
| Closed | -$56K | – | 676 |
|
|
2018
Q3 | $56K | Buy |
+800
| New | +$56K | 0.01% | 501 |
|
|
2015
Q2 | – | Sell |
-204
| Closed | -$8K | – | 479 |
|
|
2015
Q1 | $8K | Buy |
+204
| New | +$8K | ﹤0.01% | 374 |
|