Wealthspire Advisors (New York)’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 | $200K | Buy |
2,639
+68
| +3% | +$5.16K | ﹤0.01% | 798 |
|
|
2025
Q1 | $212K | Sell |
2,571
-97
| -4% | -$7.98K | ﹤0.01% | 729 |
|
|
2024
Q4 | $203K | Buy |
2,668
+195
| +8% | +$14.9K | ﹤0.01% | 747 |
|
|
2024
Q3 | $204K | Buy |
+2,473
| New | +$204K | ﹤0.01% | 709 |
|
|
2024
Q1 | – | Sell |
-3,476
| Closed | -$238K | – | 661 |
|
|
2023
Q4 | $238K | Buy |
3,476
+126
| +4% | +$8.62K | ﹤0.01% | 573 |
|
|
2023
Q3 | $253K | Buy |
3,350
+934
| +39% | +$70.7K | ﹤0.01% | 515 |
|
|
2023
Q2 | $211K | Sell |
2,416
-12
| -0.5% | -$1.05K | ﹤0.01% | 520 |
|
|
2023
Q1 | $202K | Sell |
2,428
-1,000
| -29% | -$83.2K | ﹤0.01% | 504 |
|
|
2022
Q4 | $284K | Buy |
+3,428
| New | +$284K | 0.01% | 467 |
|
|
2022
Q3 | – | Sell |
-2,753
| Closed | -$229K | – | 534 |
|
|
2022
Q2 | $229K | Sell |
2,753
-19
| -0.7% | -$1.58K | ﹤0.01% | 453 |
|
|
2022
Q1 | $277K | Sell |
2,772
-669
| -19% | -$66.9K | 0.01% | 365 |
|
|
2021
Q4 | $332K | Buy |
3,441
+776
| +29% | +$74.9K | 0.01% | 399 |
|
|
2021
Q3 | $216K | Buy |
+2,665
| New | +$216K | ﹤0.01% | 537 |
|
|
2021
Q2 | – | Sell |
-5,078
| Closed | -$453K | – | 550 |
|
|
2021
Q1 | $453K | Buy |
5,078
+2,020
| +66% | +$180K | 0.01% | 424 |
|
|
2020
Q4 | $292K | Buy |
+3,058
| New | +$292K | 0.01% | 445 |
|
|
2020
Q2 | – | Sell |
-5,068
| Closed | -$358K | – | 435 |
|
|
2020
Q1 | $358K | Buy |
+5,068
| New | +$358K | 0.02% | 347 |
|
|
2019
Q1 | – | Sell |
-632
| Closed | -$44K | – | 510 |
|
|
2018
Q4 | $44K | Buy |
+632
| New | +$44K | ﹤0.01% | 203 |
|