Golden State Wealth 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 | $5.99K | Hold |
79
| – | – | ﹤0.01% | 1190 |
|
|
2025
Q1 | $6.5K | Sell |
79
-98
| -55% | -$8.07K | ﹤0.01% | 1109 |
|
|
2024
Q4 | $13.5K | Buy |
+177
| New | +$13.5K | ﹤0.01% | 872 |
|
|
2022
Q1 | $416K | Sell |
4,163
-1,357
| -25% | -$136K | 0.08% | 194 |
|
|
2021
Q4 | $533K | Sell |
5,520
-297
| -5% | -$28.7K | 0.09% | 192 |
|
|
2021
Q3 | $471K | Buy |
5,817
+60
| +1% | +$4.86K | 0.1% | 172 |
|
|
2021
Q2 | $508K | Buy |
+5,757
| New | +$508K | 0.11% | 161 |
|
|
2020
Q2 | – | Sell |
-240
| Closed | -$17K | – | 613 |
|
|
2020
Q1 | $17K | Buy |
+240
| New | +$17K | 0.01% | 530 |
|
|
2019
Q4 | – | Sell |
-240
| Closed | -$19K | – | 583 |
|
|
2019
Q3 | $19K | Buy |
240
+22
| +10% | +$1.74K | 0.01% | 623 |
|
|
2019
Q2 | $16K | Buy |
218
+200
| +1,111% | +$14.7K | 0.01% | 657 |
|
|
2019
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1074 |
|