Annis Gardner Whiting Capital Advisors’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 | $10.2K | Buy |
135
+94
| +229% | +$7.13K | ﹤0.01% | 709 |
|
|
2025
Q1 | $3.38K | Hold |
41
| – | – | ﹤0.01% | 657 |
|
|
2024
Q4 | $3.14K | Hold |
41
| – | – | ﹤0.01% | 653 |
|
|
2024
Q3 | $3.38K | Sell |
41
-11
| -21% | -$905 | ﹤0.01% | 666 |
|
|
2024
Q2 | $3.69K | Buy |
52
+11
| +27% | +$780 | ﹤0.01% | 803 |
|
|
2024
Q1 | $3.15K | Buy |
41
+11
| +37% | +$845 | ﹤0.01% | 813 |
|
|
2023
Q4 | $2.07K | Sell |
30
-30
| -50% | -$2.07K | ﹤0.01% | 632 |
|
|
2023
Q3 | $4.54K | Buy |
+60
| New | +$4.54K | ﹤0.01% | 540 |
|