Beaumont Financial Advisors’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
Q3 | $252K | Buy |
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|
2025
Q2 | $286K | Sell |
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|
2025
Q1 | $312K | Buy |
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|
2024
Q4 | $287K | Hold |
|
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|
2024
Q3 | $310K | Buy |
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|
2024
Q2 | $267K | Buy |
|
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|
2024
Q1 | $284K | Buy |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q3 | $267K | Sell |
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|
2023
Q2 | $309K | Buy |
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|
2023
Q1 | $294K | Hold |
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|
2022
Q4 | $292K | Sell |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $338K | Hold |
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|
2022
Q1 | $405K | Buy |
|