Integrated Wealth Concepts’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
Q2 | $640K | Sell |
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|
2025
Q1 | $695K | Buy |
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|
2024
Q4 | $621K | Sell |
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|
2024
Q3 | $687K | Sell |
|
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|
2024
Q2 | $1.06M | Buy |
|
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|
2024
Q1 | $985K | Buy |
|
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|
2023
Q4 | $467K | Buy |
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|
2023
Q3 | $512K | Sell |
|
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|
2023
Q2 | $637K | Buy |
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|
2023
Q1 | $601K | Buy |
|
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|
2022
Q4 | $451K | Buy |
|
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|
2022
Q3 | $387K | Sell |
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|
2022
Q2 | $484K | Sell |
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|
2022
Q1 | $589K | Sell |
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|
2021
Q4 | $618K | Sell |
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|
2021
Q3 | $528K | Buy |
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|
2021
Q2 | $483K | Buy |
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|
2021
Q1 | $430K | Sell |
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|
2020
Q4 | $504K | Buy |
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|
2020
Q3 | $454K | Buy |
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|
2020
Q2 | $419K | Buy |
|
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|
2020
Q1 | $329K | Sell |
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|
2019
Q4 | $398K | Buy |
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|
2019
Q3 | $364K | Sell |
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|
2019
Q2 | $406K | Buy |
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|
2019
Q1 | $319K | Hold |
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|
2018
Q4 | $295K | Sell |
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|
2018
Q3 | $283K | Hold |
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|
2018
Q2 | $247K | Hold |
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|
2018
Q1 | $221K | Hold |
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|
2017
Q4 | $220K | Buy |
|