Axxcess Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.3M Sell
17,130
-812
-5% -$61.6K 0.03% 368
2025
Q1
$1.48M Sell
17,942
-1,796
-9% -$148K 0.04% 312
2024
Q4
$1.5M Buy
19,738
+1,047
+6% +$79.8K 0.04% 334
2024
Q3
$1.54M Sell
18,691
-1,263
-6% -$104K 0.04% 318
2024
Q2
$1.42M Buy
19,954
+4,677
+31% +$332K 0.04% 310
2024
Q1
$1.17M Sell
15,277
-1,172
-7% -$90K 0.03% 338
2023
Q4
$1.13M Buy
16,449
+2,202
+15% +$151K 0.03% 329
2023
Q3
$1.08M Buy
14,247
+1,731
+14% +$131K 0.04% 308
2023
Q2
$1.09M Buy
12,516
+5,420
+76% +$473K 0.08% 210
2023
Q1
$590K Buy
7,096
+437
+7% +$36.4K 0.04% 340
2022
Q4
$552K Buy
+6,659
New +$552K 0.05% 344