Beaumont Financial 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 | $286K | Sell |
3,771
-15
| -0.4% | -$1.14K | 0.02% | 309 |
|
|
2025
Q1 | $312K | Buy |
3,786
+20
| +0.5% | +$1.65K | 0.02% | 283 |
|
|
2024
Q4 | $287K | Hold |
3,766
| – | – | 0.02% | 299 |
|
|
2024
Q3 | $310K | Buy |
3,766
+2
| +0.1% | +$165 | 0.02% | 272 |
|
|
2024
Q2 | $267K | Buy |
3,764
+70
| +2% | +$4.97K | 0.02% | 291 |
|
|
2024
Q1 | $284K | Buy |
3,694
+4
| +0.1% | +$307 | 0.02% | 289 |
|
|
2023
Q4 | $252K | Buy |
3,690
+159
| +5% | +$10.9K | 0.02% | 290 |
|
|
2023
Q3 | $267K | Sell |
3,531
-17
| -0.5% | -$1.29K | 0.03% | 266 |
|
|
2023
Q2 | $309K | Buy |
3,548
+20
| +0.6% | +$1.75K | 0.03% | 262 |
|
|
2023
Q1 | $294K | Hold |
3,528
| – | – | 0.03% | 252 |
|
|
2022
Q4 | $292K | Sell |
3,528
-52
| -1% | -$4.31K | 0.03% | 258 |
|
|
2022
Q3 | $255K | Sell |
3,580
-486
| -12% | -$34.6K | 0.02% | 266 |
|
|
2022
Q2 | $338K | Hold |
4,066
| – | – | 0.03% | 219 |
|
|
2022
Q1 | $405K | Buy |
+4,066
| New | +$405K | 0.03% | 238 |
|