Appleton Partners’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
2023 Q3	–	Sell	-2,850	Closed	-$249K	–	301
2023 Q2	$249K	Sell	2,850 -650	-19%	-$56.8K	0.02%	272
2023 Q1	$291K	Buy	+3,500	New	+$291K	0.03%	257