Gradient Investments’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
2024 Q1	–	Sell	-9,416	Closed	-$640K	–	1598
2023 Q4	$640K	Hold	9,416	–	–	0.02%	215
2023 Q3	$743K	Hold	9,416	–	–	0.02%	189
2023 Q2	$815K	Hold	9,416	–	–	0.02%	184
2023 Q1	$778K	Hold	9,416	–	–	0.02%	188
2022 Q4	$774K	Hold	9,416	–	–	0.02%	196
2022 Q3	$689K	Hold	9,416	–	–	0.02%	195
2022 Q2	$782K	Sell	9,416 -150	-2%	-$12.5K	0.02%	192
2022 Q1	$957K	Hold	9,566	–	–	0.02%	181
2021 Q4	$913K	Hold	9,566	–	–	0.02%	174
2021 Q3	$788K	Hold	9,566	–	–	0.02%	181
2021 Q2	$842K	Sell	9,566 -600	-6%	-$52.8K	0.02%	176
2021 Q1	$906K	Buy	10,166 +5,083	+100%	+$453K	0.03%	178
2020 Q4	$993K	Sell	5,083 -5,083	-50%	-$993K	0.04%	155
2020 Q3	$993K	Hold	10,166	–	–	0.04%	155
2020 Q2	$903K	Hold	10,166	–	–	0.04%	162
2020 Q1	$724K	Sell	10,166 -400	-4%	-$28.5K	0.04%	185
2019 Q4	$904K	Hold	10,566	–	–	0.04%	197
2019 Q3	$823K	Hold	10,566	–	–	0.04%	203
2019 Q2	$819K	Hold	10,566	–	–	0.04%	203
2019 Q1	$790K	Hold	10,566	–	–	0.05%	153
2018 Q4	$733K	Sell	10,566 -500	-5%	-$34.7K	0.04%	148
2018 Q3	$724K	Hold	11,066	–	–	0.04%	175
2018 Q2	$641K	Hold	11,066	–	–	0.03%	181
2018 Q1	$587K	Hold	11,066	–	–	0.03%	169
2017 Q4	$556K	Sell	11,066 -400	-3%	-$20.1K	0.03%	168
2017 Q3	$588K	Hold	11,466	–	–	0.04%	150
2017 Q2	$560K	Hold	11,466	–	–	0.04%	149
2017 Q1	$559K	Hold	11,466	–	–	0.04%	122
2016 Q4	$534K	Sell	11,466 -1,130	-9%	-$52.6K	0.05%	123
2016 Q3	$631K	Hold	12,596	–	–	0.06%	118
2016 Q2	$668K	Buy	+12,596	New	+$668K	0.07%	106