Prestige Wealth Management 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 | $7.58K | Hold |
100
| – | – | ﹤0.01% | 485 |
|
|
2025
Q1 | $8.23K | Hold |
100
| – | – | ﹤0.01% | 470 |
|
|
2024
Q4 | $7.67K | Hold |
100
| – | – | ﹤0.01% | 516 |
|
|
2024
Q3 | $8.23K | Hold |
100
| – | – | ﹤0.01% | 490 |
|
|
2024
Q2 | $7.09K | Sell |
100
-35
| -26% | -$2.48K | ﹤0.01% | 472 |
|
|
2024
Q1 | $10.4K | Sell |
135
-21
| -13% | -$1.61K | ﹤0.01% | 437 |
|
|
2023
Q4 | $10.7K | Hold |
156
| – | – | ﹤0.01% | 434 |
|
|
2023
Q3 | $11.8K | Hold |
156
| – | – | ﹤0.01% | 407 |
|
|
2023
Q2 | $13.6K | Hold |
156
| – | – | ﹤0.01% | 411 |
|
|
2023
Q1 | $13K | Buy |
156
+12
| +8% | +$999 | ﹤0.01% | 396 |
|
|
2022
Q4 | $12K | Sell |
144
-17
| -11% | -$1.42K | ﹤0.01% | 427 |
|
|
2022
Q3 | $12K | Sell |
161
-27
| -14% | -$2.01K | ﹤0.01% | 392 |
|
|
2022
Q2 | $16K | Sell |
188
-26
| -12% | -$2.21K | ﹤0.01% | 370 |
|
|
2022
Q1 | $21K | Hold |
214
| – | – | 0.01% | 338 |
|
|
2021
Q4 | $21K | Sell |
214
-30
| -12% | -$2.94K | 0.01% | 374 |
|
|
2021
Q3 | $20K | Buy |
244
+47
| +24% | +$3.85K | 0.01% | 374 |
|
|
2021
Q2 | $17K | Buy |
197
+7
| +4% | +$604 | ﹤0.01% | 380 |
|
|
2021
Q1 | $17K | Sell |
190
-11
| -5% | -$984 | ﹤0.01% | 381 |
|
|
2020
Q4 | $19K | Sell |
201
-25
| -11% | -$2.36K | 0.01% | 364 |
|
|
2020
Q3 | $22K | Buy |
226
+6
| +3% | +$584 | 0.01% | 334 |
|
|
2020
Q2 | $20K | Buy |
220
+54
| +33% | +$4.91K | 0.01% | 335 |
|
|
2020
Q1 | $12K | Buy |
166
+128
| +337% | +$9.25K | 0.01% | 354 |
|
|
2019
Q4 | $3K | Buy |
38
+14
| +58% | +$1.11K | ﹤0.01% | 467 |
|
|
2019
Q3 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 498 |
|
|
2019
Q1 | – | Sell |
-98
| Closed | -$7K | – | 883 |
|
|
2018
Q4 | $7K | Buy |
+98
| New | +$7K | 0.01% | 513 |
|