Elevation Wealth Partners’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 | – | Hold |
0
| – | -$26 | – | 471 |
|
|
2025
Q1 | – | Hold |
0
| – | -$24 | – | 480 |
|
|
2024
Q4 | – | Hold |
0
| – | -$26 | – | 485 |
|
|
2024
Q3 | – | Hold |
0
| – | -$22 | – | 464 |
|
|
2024
Q2 | – | Hold |
0
| – | -$24 | – | 496 |
|
|
2024
Q1 | – | Hold |
0
| – | -$23 | – | 462 |
|
|
2023
Q4 | – | Hold |
0
| – | -$23 | – | 429 |
|
|
2023
Q3 | – | Hold |
0
| – | -$26 | – | 329 |
|
|
2023
Q2 | – | Hold |
0
| – | -$25 | – | 338 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 338 |
|