Avantax Planning Partners’s McCormick & Company Non-Voting MKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Hold |
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|
2025
Q1 | $247K | Sell |
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|
2024
Q4 | $231K | Buy |
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|
2024
Q3 | $247K | Sell |
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|
2024
Q2 | $227K | Buy |
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|
2024
Q1 | $228K | Hold |
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|
2023
Q4 | $203K | Hold |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $258K | Sell |
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|
2023
Q1 | $280K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $122K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $89K | Buy |
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