Wealthspire Advisors (New York)’s McCormick & Company Non-Voting MKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $203K | Buy |
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|
2024
Q3 | $204K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $238K | Buy |
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|
2023
Q3 | $253K | Buy |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $229K | Sell |
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|
2022
Q1 | $277K | Sell |
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|
2021
Q4 | $332K | Buy |
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|
2021
Q3 | $216K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $453K | Buy |
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|
2020
Q4 | $292K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $358K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $44K | Buy |
|