Clearstead Advisors’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
Q2 | $1.61M | Buy |
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|
2025
Q1 | $1.61M | Sell |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.49M | Sell |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $180K | Buy |
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|
2023
Q4 | $90.6K | Sell |
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|
2023
Q3 | $164K | Buy |
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|
2023
Q2 | $86.8K | Hold |
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|
2023
Q1 | $82.8K | Sell |
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|
2022
Q4 | $89.3K | Sell |
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|
2022
Q3 | $108K | Buy |
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|
2022
Q2 | $123K | Buy |
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|
2022
Q1 | $140K | Hold |
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|
2021
Q4 | $135K | Sell |
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|
2021
Q3 | $117K | Buy |
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|
2021
Q2 | $125K | Buy |
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|
2021
Q1 | $125K | Buy |
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|
2020
Q4 | $76K | Hold |
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|
2020
Q3 | $78K | Hold |
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|
2020
Q2 | $72K | Hold |
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|
2020
Q1 | $56K | Buy |
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