Strategic Wealth Partners’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 | $12K | Buy |
+158
| New | +$12K | ﹤0.01% | 749 |
|
|
2021
Q3 | – | Sell |
-7,241
| Closed | -$640K | – | 235 |
|
|
2021
Q2 | $640K | Buy |
+7,241
| New | +$640K | 0.21% | 121 |
|
|
2019
Q4 | – | Sell |
-150
| Closed | -$12 | – | 356 |
|
|
2019
Q3 | $12 | Hold |
150
| – | – | ﹤0.01% | 489 |
|
|
2019
Q2 | $11K | Hold |
150
| – | – | 0.01% | 478 |
|
|
2019
Q1 | $11K | Buy |
+150
| New | +$11K | 0.01% | 480 |
|