DWM
Dakota Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Sell |
48,140
-1,365
| -3% | -$103K | 0.08% | 193 |
|
|
2025
Q1 | $4.07M | Sell |
49,505
-1,368
| -3% | -$113K | 0.1% | 171 |
|
|
2024
Q4 | $3.88M | Sell |
50,873
-2,589
| -5% | -$197K | 0.09% | 180 |
|
|
2024
Q3 | $4.4M | Sell |
53,462
-821
| -2% | -$67.6K | 0.1% | 180 |
|
|
2024
Q2 | $3.85M | Sell |
54,283
-1,254
| -2% | -$89K | 0.09% | 194 |
|
|
2024
Q1 | $4.27M | Sell |
55,537
-374
| -0.7% | -$28.7K | 0.11% | 170 |
|
|
2023
Q4 | $3.83M | Sell |
55,911
-522
| -0.9% | -$35.7K | 0.15% | 146 |
|
|
2023
Q3 | $4.27M | Sell |
56,433
-314
| -0.6% | -$23.8K | 0.19% | 123 |
|
|
2023
Q2 | $4.95M | Sell |
56,747
-1,029
| -2% | -$89.8K | 0.23% | 104 |
|
|
2023
Q1 | $4.81M | Sell |
57,776
-740
| -1% | -$61.6K | 0.32% | 83 |
|
|
2022
Q4 | $4.85M | Sell |
58,516
-1,363
| -2% | -$113K | 0.34% | 73 |
|
|
2022
Q3 | $4.27M | Sell |
59,879
-71
| -0.1% | -$5.06K | 0.35% | 72 |
|
|
2022
Q2 | $4.99M | Sell |
59,950
-1,105
| -2% | -$92K | 0.46% | 55 |
|
|
2022
Q1 | $6.09M | Buy |
+61,055
| New | +$6.09M | 0.49% | 56 |
|