Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $125K | Sell |
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|
2025
Q2 | $157K | Sell |
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|
2025
Q1 | $335K | Buy |
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|
2024
Q4 | $113K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $257K | Buy |
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|
2021
Q3 | $213K | Buy |
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|
2021
Q2 | $230K | Sell |
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|
2021
Q1 | $256K | Hold |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q3 | $249K | Sell |
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|
2020
Q2 | $232K | Sell |
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|
2020
Q1 | $180K | Hold |
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|
2019
Q4 | $235K | Hold |
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|
2019
Q3 | $214K | Sell |
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|
2019
Q2 | $272K | Sell |
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|
2019
Q1 | $272K | Buy |
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|
2018
Q4 | $244K | Buy |
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|
2018
Q3 | $224K | Buy |
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|
2018
Q2 | $179K | Hold |
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|
2018
Q1 | $164K | Sell |
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|
2017
Q4 | $161K | Buy |
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|
2017
Q3 | $157K | Hold |
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|
2017
Q2 | $149K | Buy |
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|
2017
Q1 | $143K | Hold |
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|
2016
Q4 | $137K | Hold |
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|
2016
Q3 | $146K | Hold |
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|
2016
Q2 | $155K | Hold |
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|
2016
Q1 | $147K | Buy |
|