Kingsview 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 | $312K | Sell |
4,115
-79
| -2% | -$5.99K | 0.01% | 925 |
|
|
2025
Q1 | $345K | Buy |
4,194
+2
| +0% | +$165 | 0.01% | 842 |
|
|
2024
Q4 | $320K | Buy |
4,192
+170
| +4% | +$13K | 0.01% | 877 |
|
|
2024
Q3 | $331K | Sell |
4,022
-90
| -2% | -$7.41K | 0.01% | 851 |
|
|
2024
Q2 | $292K | Sell |
4,112
-8
| -0.2% | -$568 | 0.01% | 847 |
|
|
2024
Q1 | $316K | Sell |
4,120
-157
| -4% | -$12.1K | 0.01% | 798 |
|
|
2023
Q4 | $293K | Buy |
4,277
+52
| +1% | +$3.56K | 0.01% | 778 |
|
|
2023
Q3 | $320K | Buy |
4,225
+662
| +19% | +$50.1K | 0.01% | 732 |
|
|
2023
Q2 | $311K | Buy |
3,563
+91
| +3% | +$7.94K | 0.01% | 734 |
|
|
2023
Q1 | $289K | Sell |
3,472
-257
| -7% | -$21.4K | 0.01% | 717 |
|
|
2022
Q4 | $309K | Hold |
3,729
| – | – | 0.01% | 657 |
|
|
2022
Q3 | $266K | Buy |
3,729
+334
| +10% | +$23.8K | 0.01% | 674 |
|
|
2022
Q2 | $283K | Buy |
3,395
+668
| +24% | +$55.7K | 0.01% | 677 |
|
|
2022
Q1 | $272K | Sell |
2,727
-364
| -12% | -$36.3K | 0.01% | 728 |
|
|
2021
Q4 | $299K | Sell |
3,091
-55
| -2% | -$5.32K | 0.01% | 720 |
|
|
2021
Q3 | $255K | Hold |
3,146
| – | – | 0.01% | 728 |
|
|
2021
Q2 | $277K | Buy |
3,146
+144
| +5% | +$12.7K | 0.01% | 717 |
|
|
2021
Q1 | $268K | Buy |
+3,002
| New | +$268K | 0.02% | 675 |
|
|
2020
Q4 | – | Sell |
-4,124
| Closed | -$400K | – | 715 |
|
|
2020
Q3 | $400K | Buy |
+4,124
| New | +$400K | 0.04% | 420 |
|