Lowe Wealth Advisors’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
2023
Q1
Sell
-3,300
Closed -$271K 356
2022
Q4
$271K Hold
3,300
0.15% 42
2022
Q3
$241K Sell
3,300
-522
-14% -$38.1K 0.14% 40
2022
Q2
$317K Hold
3,822
0.17% 35
2022
Q1
$382K Hold
3,822
0.17% 36
2021
Q4
$365K Sell
3,822
-500
-12% -$47.8K 0.16% 34
2021
Q3
$356K Hold
4,322
0.17% 33
2021
Q2
$380K Hold
4,322
0.18% 30
2021
Q1
$385K Hold
4,322
0.19% 26
2020
Q4
$413K Hold
4,322
0.21% 25
2020
Q3
$422K Sell
4,322
-600
-12% -$58.6K 0.23% 23
2020
Q2
$437K Sell
4,922
-500
-9% -$44.4K 0.26% 22
2020
Q1
$386K Hold
5,422
0.27% 23
2019
Q4
$464K Hold
5,422
0.26% 23
2019
Q3
$422K Hold
5,422
0.25% 24
2019
Q2
$420K Sell
5,422
-480
-8% -$37.2K 0.25% 24
2019
Q1
$441K Sell
5,902
-570
-9% -$42.6K 0.27% 24
2018
Q4
$449K Hold
6,472
0.31% 22
2018
Q3
$424K Hold
6,472
0.25% 26
2018
Q2
$375K Sell
6,472
-720
-10% -$41.7K 0.23% 24
2018
Q1
$382K Hold
7,192
0.24% 27
2017
Q4
$361K Hold
7,192
0.22% 29
2017
Q3
$369K Sell
7,192
-788
-10% -$40.4K 0.23% 27
2017
Q2
$390K Hold
7,980
0.25% 27
2017
Q1
$389K Hold
7,980
0.26% 26
2016
Q4
$371K Hold
7,980
0.25% 26
2016
Q3
$400K Sell
7,980
-780
-9% -$39.1K 0.27% 26
2016
Q2
$465K Hold
8,760
0.31% 28
2016
Q1
$435K Hold
8,760
0.3% 29
2015
Q4
$374K Hold
8,760
0.25% 29
2015
Q3
$359K Hold
8,760
0.27% 25
2015
Q2
$355K Hold
8,760
0.24% 25
2015
Q1
$340K Hold
8,760
0.23% 24
2014
Q4
$325K Buy
+8,760
New +$325K 0.23% 23