GeoWealth Management’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 | $101K | Sell |
1,331
-5,342
| -80% | -$405K | ﹤0.01% | 814 |
|
|
2025
Q1 | $549K | Buy |
6,673
+3,534
| +113% | +$291K | 0.02% | 401 |
|
|
2024
Q4 | $239K | Buy |
3,139
+921
| +42% | +$70.2K | 0.01% | 693 |
|
|
2024
Q3 | $183K | Buy |
+2,218
| New | +$183K | 0.01% | 744 |
|
|
2024
Q2 | – | Sell |
-2,899
| Closed | -$223K | – | 921 |
|
|
2024
Q1 | $223K | Buy |
+2,899
| New | +$223K | 0.01% | 653 |
|