Wealth 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 | $217K | Buy |
2,867
+41
| +1% | +$3.1K | 0.22% | 83 |
|
|
2025
Q1 | $233K | Sell |
2,826
-113
| -4% | -$9.32K | 0.15% | 142 |
|
|
2024
Q4 | $224K | Sell |
2,939
-234
| -7% | -$17.8K | 0.14% | 146 |
|
|
2024
Q3 | $261K | Buy |
3,173
+11
| +0.3% | +$905 | 0.18% | 124 |
|
|
2024
Q2 | $224K | Sell |
3,162
-198
| -6% | -$14K | 0.16% | 141 |
|
|
2024
Q1 | $258K | Buy |
+3,360
| New | +$258K | 0.19% | 123 |
|