Portside Wealth Group’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 | $770K | Buy |
10,155
+2,035
| +25% | +$154K | 0.11% | 190 |
|
|
2025
Q1 | $668K | Buy |
8,120
+387
| +5% | +$31.9K | 0.11% | 196 |
|
|
2024
Q4 | $590K | Buy |
7,733
+287
| +4% | +$21.9K | 0.1% | 203 |
|
|
2024
Q3 | $613K | Buy |
7,446
+330
| +5% | +$27.2K | 0.1% | 201 |
|
|
2024
Q2 | $505K | Sell |
7,116
-149
| -2% | -$10.6K | 0.1% | 212 |
|
|
2024
Q1 | $558K | Buy |
7,265
+115
| +2% | +$8.83K | 0.1% | 202 |
|
|
2023
Q4 | $489K | Sell |
7,150
-792
| -10% | -$54.2K | 0.09% | 215 |
|
|
2023
Q3 | $599K | Buy |
7,942
+79
| +1% | +$5.96K | 0.11% | 169 |
|
|
2023
Q2 | $686K | Buy |
+7,863
| New | +$686K | 0.13% | 165 |
|