United Capital Financial Advisors’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 | $672K | Sell |
8,861
-660
| -7% | -$50K | 0.01% | 702 |
|
|
2025
Q1 | $784K | Sell |
9,521
-467
| -5% | -$38.4K | 0.01% | 615 |
|
|
2024
Q4 | $762K | Sell |
9,988
-85
| -0.8% | -$6.48K | 0.01% | 612 |
|
|
2024
Q3 | $829K | Buy |
10,073
+205
| +2% | +$16.9K | 0.01% | 592 |
|
|
2024
Q2 | $700K | Buy |
9,868
+717
| +8% | +$50.9K | 0.01% | 615 |
|
|
2024
Q1 | $703K | Buy |
9,151
+116
| +1% | +$8.91K | 0.01% | 642 |
|
|
2023
Q4 | $618K | Buy |
9,035
+6,365
| +238% | +$436K | 0.01% | 675 |
|
|
2023
Q3 | $202K | Sell |
2,670
-195
| -7% | -$14.8K | ﹤0.01% | 804 |
|
|
2023
Q2 | $250K | Sell |
2,865
-1,531
| -35% | -$134K | ﹤0.01% | 809 |
|
|
2023
Q1 | $366K | Sell |
4,396
-175
| -4% | -$14.6K | ﹤0.01% | 778 |
|
|
2022
Q4 | $379K | Sell |
4,571
-563
| -11% | -$46.7K | ﹤0.01% | 813 |
|
|
2022
Q3 | $366K | Buy |
5,134
+222
| +5% | +$15.8K | ﹤0.01% | 851 |
|
|
2022
Q2 | $409K | Buy |
4,912
+864
| +21% | +$71.9K | ﹤0.01% | 842 |
|
|
2022
Q1 | $404K | Sell |
4,048
-182
| -4% | -$18.2K | ﹤0.01% | 896 |
|
|
2021
Q4 | $409K | Buy |
4,230
+64
| +2% | +$6.19K | ﹤0.01% | 917 |
|
|
2021
Q3 | $338K | Sell |
4,166
-162
| -4% | -$13.1K | ﹤0.01% | 965 |
|
|
2021
Q2 | $382K | Sell |
4,328
-268
| -6% | -$23.7K | ﹤0.01% | 949 |
|
|
2021
Q1 | $410K | Sell |
4,596
-1,577
| -26% | -$141K | ﹤0.01% | 905 |
|
|
2020
Q4 | $590K | Buy |
6,173
+759
| +14% | +$72.5K | ﹤0.01% | 802 |
|
|
2020
Q3 | $525K | Buy |
5,414
+446
| +9% | +$43.2K | ﹤0.01% | 818 |
|
|
2020
Q2 | $446K | Buy |
4,968
+52
| +1% | +$4.67K | ﹤0.01% | 901 |
|
|
2020
Q1 | $347K | Sell |
4,916
-1,108
| -18% | -$78.2K | ﹤0.01% | 938 |
|
|
2019
Q4 | $511K | Buy |
6,024
+688
| +13% | +$58.4K | ﹤0.01% | 972 |
|
|
2019
Q3 | $417K | Sell |
5,336
-14,060
| -72% | -$1.1M | ﹤0.01% | 988 |
|
|
2019
Q2 | $1.5M | Buy |
19,396
+11,648
| +150% | +$903K | 0.01% | 689 |
|
|
2019
Q1 | $584K | Buy |
7,748
+1,188
| +18% | +$89.5K | ﹤0.01% | 926 |
|
|
2018
Q4 | $457K | Sell |
6,560
-866
| -12% | -$60.3K | ﹤0.01% | 948 |
|
|
2018
Q3 | $489K | Buy |
7,426
+566
| +8% | +$37.3K | ﹤0.01% | 977 |
|
|
2018
Q2 | $398K | Sell |
6,860
-478
| -7% | -$27.7K | ﹤0.01% | 1000 |
|
|
2018
Q1 | $390K | Sell |
7,338
-1,296
| -15% | -$68.9K | ﹤0.01% | 1014 |
|
|
2017
Q4 | $440K | Buy |
8,634
+592
| +7% | +$30.2K | ﹤0.01% | 996 |
|
|
2017
Q3 | $413K | Buy |
8,042
+958
| +14% | +$49.2K | ﹤0.01% | 1017 |
|
|
2017
Q2 | $345K | Sell |
7,084
-210
| -3% | -$10.2K | ﹤0.01% | 1032 |
|
|
2017
Q1 | $356K | Buy |
7,294
+2,658
| +57% | +$130K | ﹤0.01% | 995 |
|
|
2016
Q4 | $216K | Sell |
4,636
-492
| -10% | -$22.9K | ﹤0.01% | 1156 |
|
|
2016
Q3 | $256K | Buy |
5,128
+128
| +3% | +$6.39K | ﹤0.01% | 1118 |
|
|
2016
Q2 | $268K | Sell |
5,000
-39,584
| -89% | -$2.12M | ﹤0.01% | 1069 |
|
|
2016
Q1 | $2.22M | Buy |
44,584
+22,328
| +100% | +$1.11M | 0.02% | 508 |
|
|
2015
Q4 | $952K | Buy |
22,256
+12,020
| +117% | +$514K | 0.01% | 705 |
|
|
2015
Q3 | $421K | Buy |
+10,236
| New | +$421K | 0.01% | 949 |
|
|
2015
Q2 | – | Sell |
-5,576
| Closed | -$210K | – | 1290 |
|
|
2015
Q1 | $210K | Buy |
+5,576
| New | +$210K | ﹤0.01% | 1173 |
|