AWA
Acorn Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $220K | Sell |
2,906
-1
| -0% | -$76 | 0.08% | 229 |
|
2025
Q1 | $239K | Buy |
2,907
+1
| +0% | +$82 | 0.1% | 206 |
|
2024
Q4 | $222K | Buy |
2,906
+5
| +0.2% | +$381 | 0.09% | 216 |
|
2024
Q3 | $239K | Buy |
2,901
+3
| +0.1% | +$247 | 0.1% | 200 |
|
2024
Q2 | $206K | Buy |
2,898
+2
| +0.1% | +$142 | 0.1% | 196 |
|
2024
Q1 | $222K | Buy |
+2,896
| New | +$222K | 0.12% | 183 |
|