Sowell Financial Services’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 | – | Sell |
-3,159
| Closed | -$260K | – | 1081 |
|
|
2025
Q1 | $260K | Buy |
+3,159
| New | +$260K | 0.01% | 828 |
|
|
2023
Q2 | – | Sell |
-3,735
| Closed | -$311K | – | 720 |
|
|
2023
Q1 | $311K | Buy |
+3,735
| New | +$311K | 0.02% | 543 |
|
|
2021
Q2 | – | Sell |
-686
| Closed | -$62K | – | 1865 |
|
|
2021
Q1 | $62K | Sell |
686
-48
| -7% | -$4.34K | ﹤0.01% | 1561 |
|
|
2020
Q4 | $70K | Buy |
734
+62
| +9% | +$5.91K | ﹤0.01% | 1284 |
|
|
2020
Q3 | $65K | Buy |
672
+32
| +5% | +$3.1K | ﹤0.01% | 1121 |
|
|
2020
Q2 | $57K | Sell |
640
-1,886
| -75% | -$168K | ﹤0.01% | 1135 |
|
|
2020
Q1 | $178K | Buy |
2,526
+188
| +8% | +$13.2K | 0.01% | 680 |
|
|
2019
Q4 | $198K | Buy |
2,338
+1,956
| +512% | +$166K | 0.02% | 717 |
|
|
2019
Q3 | $30K | Buy |
+382
| New | +$30K | ﹤0.01% | 1144 |
|