Summit Securities 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 | $12.9K | Buy |
+170
| New | +$12.9K | ﹤0.01% | 705 |
|
|
2025
Q1 | – | Sell |
-1,700
| Closed | -$130K | – | 844 |
|
|
2024
Q4 | $130K | Buy |
+1,700
| New | +$130K | 0.03% | 117 |
|
|
2024
Q2 | – | Sell |
-2
| Closed | – | – | 565 |
|
|
2024
Q1 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 574 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 621 |
|
|
2023
Q3 | – | Sell |
-330
| Closed | -$29K | – | 685 |
|
|
2023
Q2 | $29K | Sell |
330
-160
| -33% | -$14.1K | ﹤0.01% | 419 |
|
|
2023
Q1 | $41K | Sell |
490
-3,387
| -87% | -$283K | ﹤0.01% | 338 |
|
|
2022
Q4 | $321K | Buy |
3,877
+1,756
| +83% | +$145K | 0.01% | 188 |
|
|
2022
Q3 | $151K | Buy |
2,121
+1,598
| +306% | +$114K | 0.01% | 302 |
|
|
2022
Q2 | $44K | Buy |
523
+151
| +41% | +$12.7K | 0.01% | 411 |
|
|
2022
Q1 | $37K | Buy |
+372
| New | +$37K | ﹤0.01% | 429 |
|