Gen-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 | $1.38M | Buy |
18,187
+323
| +2% | +$24.5K | 0.53% | 52 |
|
|
2025
Q1 | $1.47M | Buy |
17,864
+680
| +4% | +$56K | 0.61% | 39 |
|
|
2024
Q4 | $1.31M | Buy |
17,184
+2,901
| +20% | +$221K | 0.56% | 42 |
|
|
2024
Q3 | $1.11M | Buy |
14,283
+2,416
| +20% | +$188K | 0.49% | 43 |
|
|
2024
Q2 | $842K | Buy |
11,867
+1,803
| +18% | +$128K | 0.41% | 56 |
|
|
2024
Q1 | $773K | Buy |
+10,064
| New | +$773K | 0.38% | 57 |
|