Prestige Wealth Management Group’s McCormick & Company Non-Voting MKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.58K | Hold |
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|
2025
Q1 | $8.23K | Hold |
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|
2024
Q4 | $7.67K | Hold |
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|
2024
Q3 | $8.23K | Hold |
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|
2024
Q2 | $7.09K | Sell |
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|
2024
Q1 | $10.4K | Sell |
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|
2023
Q4 | $10.7K | Hold |
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|
2023
Q3 | $11.8K | Hold |
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|
2023
Q2 | $13.6K | Hold |
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|
2023
Q1 | $13K | Buy |
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|
2022
Q4 | $12K | Sell |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $16K | Sell |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $21K | Sell |
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|
2021
Q3 | $20K | Buy |
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|
2021
Q2 | $17K | Buy |
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|
2021
Q1 | $17K | Sell |
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|
2020
Q4 | $19K | Sell |
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|
2020
Q3 | $22K | Buy |
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|
2020
Q2 | $20K | Buy |
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|
2020
Q1 | $12K | Buy |
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|
2019
Q4 | $3K | Buy |
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|
2019
Q3 | $2K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $7K | Buy |
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