International Private Wealth Advisors’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 | $235K | Sell |
3,100
-326
| -10% | -$24.7K | 0.2% | 143 |
|
|
2025
Q1 | $282K | Sell |
3,426
-200
| -6% | -$16.5K | 0.27% | 109 |
|
|
2024
Q4 | $276K | Buy |
3,626
+136
| +4% | +$10.4K | 0.28% | 107 |
|
|
2024
Q3 | $287K | Sell |
3,490
-440
| -11% | -$36.2K | 0.42% | 76 |
|
|
2024
Q2 | $279K | Buy |
3,930
+316
| +9% | +$22.4K | 0.47% | 81 |
|
|
2024
Q1 | $278K | Buy |
+3,614
| New | +$278K | 0.54% | 72 |
|