Alliance Wealth Advisors (Utah)’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 | $2.86M | Buy |
37,772
+9,934
| +36% | +$753K | 0.69% | 49 |
|
|
2025
Q1 | $2.29M | Buy |
27,838
+68
| +0.2% | +$5.6K | 0.6% | 61 |
|
|
2024
Q4 | $2.12M | Buy |
27,770
+690
| +3% | +$52.6K | 0.55% | 63 |
|
|
2024
Q3 | $2.23M | Buy |
27,080
+1,585
| +6% | +$130K | 0.59% | 61 |
|
|
2024
Q2 | $1.81M | Buy |
25,495
+899
| +4% | +$63.8K | 0.53% | 57 |
|
|
2024
Q1 | $1.89M | Buy |
24,596
+1,600
| +7% | +$123K | 0.56% | 54 |
|
|
2023
Q4 | $1.57M | Buy |
22,996
+206
| +0.9% | +$14.1K | 0.53% | 59 |
|
|
2023
Q3 | $1.72M | Buy |
22,790
+1,085
| +5% | +$82.1K | 0.64% | 50 |
|
|
2023
Q2 | $1.89M | Buy |
21,705
+495
| +2% | +$43.2K | 0.7% | 48 |
|
|
2023
Q1 | $1.76M | Sell |
21,210
-2,597
| -11% | -$216K | 0.71% | 46 |
|
|
2022
Q4 | $1.97M | Buy |
+23,807
| New | +$1.97M | 0.89% | 34 |
|