Delos Wealth Advisors’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 | $15.9K | Buy |
+210
| New | +$15.9K | 0.01% | 146 |
|
|
2025
Q1 | – | Sell |
-210
| Closed | -$15.9K | – | 134 |
|
|
2024
Q4 | $15.9K | Sell |
210
-2,517
| -92% | -$191K | 0.01% | 100 |
|
|
2024
Q3 | $225K | Hold |
2,727
| – | – | 0.2% | 52 |
|
|
2024
Q2 | $188K | Buy |
2,727
+210
| +8% | +$14.5K | 0.18% | 53 |
|
|
2024
Q1 | $195K | Hold |
2,517
| – | – | 0.22% | 45 |
|
|
2023
Q4 | $171K | Hold |
2,517
| – | – | 0.25% | 38 |
|
|
2023
Q3 | $207K | Hold |
2,517
| – | – | 0.25% | 42 |
|
|
2023
Q2 | $218K | Hold |
2,517
| – | – | 0.28% | 41 |
|
|
2023
Q1 | $208K | Buy |
+2,517
| New | +$208K | 0.26% | 43 |
|