Wealthspire Advisors (New York)’s McCormick & Company Voting MKC.V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Hold |
20,331
| – | – | 0.01% | 319 |
|
|
2025
Q1 | $1.67M | Buy |
20,331
+14,060
| +224% | +$1.15M | 0.01% | 300 |
|
|
2024
Q4 | $475K | Hold |
6,271
| – | – | ﹤0.01% | 525 |
|
|
2024
Q3 | $518K | Buy |
6,271
+1
| +0% | +$83 | 0.01% | 494 |
|
|
2024
Q2 | $433K | Hold |
6,270
| – | – | 0.01% | 456 |
|
|
2024
Q1 | $485K | Hold |
6,270
| – | – | 0.01% | 433 |
|
|
2023
Q4 | $426K | Hold |
6,270
| – | – | 0.01% | 442 |
|
|
2023
Q3 | $495K | Hold |
6,270
| – | – | 0.01% | 397 |
|
|
2023
Q2 | $543K | Hold |
6,270
| – | – | 0.01% | 344 |
|
|
2023
Q1 | $518K | Buy |
6,270
+972
| +18% | +$80.3K | 0.01% | 351 |
|
|
2022
Q4 | $435K | Hold |
5,298
| – | – | 0.01% | 391 |
|
|
2022
Q3 | $388K | Hold |
5,298
| – | – | 0.01% | 377 |
|
|
2022
Q2 | $440K | Buy |
+5,298
| New | +$440K | 0.01% | 336 |
|
|
2021
Q3 | – | Sell |
-164,096
| Closed | -$14.4M | – | 591 |
|
|
2021
Q2 | $14.4M | Buy |
164,096
+109,120
| +198% | +$9.61M | 0.38% | 35 |
|
|
2021
Q1 | $4.9M | Buy |
54,976
+29,976
| +120% | +$2.67M | 0.12% | 90 |
|
|
2020
Q4 | $2.39M | Buy |
+25,000
| New | +$2.39M | 0.07% | 118 |
|
|
2020
Q2 | – | Sell |
-25,000
| Closed | -$1.78M | – | 436 |
|
|
2020
Q1 | $1.78M | Buy |
+25,000
| New | +$1.78M | 0.07% | 137 |
|