BA
Bellwether Advisors’s McCormick & Company Non-Voting MKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-101
| Closed | -$8.31K | – | 607 |
|
|
2025
Q1 | $8.31K | Sell |
101
-22,146
| -100% | -$1.82M | ﹤0.01% | 338 |
|
|
2024
Q4 | $1.7M | Buy |
22,247
+3,328
| +18% | +$254K | 0.3% | 52 |
|
|
2024
Q3 | $1.56M | Buy |
+18,919
| New | +$1.56M | 0.3% | 58 |
|
|
2024
Q2 | – | Sell |
-22,298
| Closed | -$1.71M | – | 131 |
|
|
2024
Q1 | $1.71M | Buy |
+22,298
| New | +$1.71M | 0.38% | 57 |
|
|
2023
Q1 | – | Sell |
-43,130
| Closed | -$3.58M | – | 536 |
|
|
2022
Q4 | $3.58M | Buy |
43,130
+43,016
| +37,733% | +$3.57M | 1.04% | 16 |
|
|
2022
Q3 | $8K | Buy |
+114
| New | +$8K | ﹤0.01% | 286 |
|
|
2022
Q2 | – | Sell |
-8,308
| Closed | -$829K | – | 512 |
|
|
2022
Q1 | $829K | Buy |
+8,308
| New | +$829K | 0.25% | 72 |
|