Geneos Wealth Management’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
Q1 | – | Sell |
-78
| Closed | -$5.91K | – | 3134 |
|
|
2024
Q4 | $5.91K | Buy |
+78
| New | +$5.91K | ﹤0.01% | 2271 |
|
|
2022
Q1 | – | Sell |
-24
| Closed | -$2K | – | 2894 |
|
|
2021
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 2590 |
|
|
2020
Q1 | – | Sell |
-12
| Closed | -$1K | – | 2560 |
|
|
2019
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 2483 |
|
|
2017
Q4 | – | Sell |
-256
| Closed | -$13K | – | 2200 |
|
|
2017
Q3 | $13K | Hold |
256
| – | – | ﹤0.01% | 1486 |
|
|
2017
Q2 | $12K | Hold |
256
| – | – | ﹤0.01% | 1472 |
|
|
2017
Q1 | $12K | Hold |
256
| – | – | ﹤0.01% | 1424 |
|
|
2016
Q4 | $11K | Hold |
256
| – | – | ﹤0.01% | 1406 |
|
|
2016
Q3 | $12K | Hold |
256
| – | – | ﹤0.01% | 1309 |
|
|
2016
Q2 | $13K | Hold |
256
| – | – | ﹤0.01% | 1255 |
|
|
2016
Q1 | $12K | Buy |
+256
| New | +$12K | ﹤0.01% | 1256 |
|