Confluence Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $832K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $832K | Hold |
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|
2019
Q2 | $825K | Sell |
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|
2019
Q1 | $915K | Hold |
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|
2018
Q4 | $846K | Hold |
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|
2018
Q3 | $800K | Sell |
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|
2018
Q2 | $813K | Sell |
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|
2018
Q1 | $746K | Hold |
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|
2017
Q4 | $715K | Hold |
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|
2017
Q3 | $720K | Buy |
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|
2017
Q2 | $683K | Hold |
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|
2017
Q1 | $683K | Hold |
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|
2016
Q4 | $653K | Hold |
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|
2016
Q3 | $699K | Hold |
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|
2016
Q2 | $747K | Hold |
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|
2016
Q1 | $696K | Hold |
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|
2015
Q4 | $599K | Hold |
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|
2015
Q3 | $575K | Hold |
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|
2015
Q2 | $567K | Hold |
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|
2015
Q1 | $540K | Hold |
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|
2014
Q4 | $520K | Hold |
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|
2014
Q3 | $468K | Sell |
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|
2014
Q2 | $507K | Buy |
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