Delos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-115
| Closed | -$9.47K | – | 210 |
|
|
2024
Q3 | $9.47K | Hold |
115
| – | – | 0.01% | 112 |
|
|
2024
Q2 | $8.16K | Hold |
115
| – | – | 0.01% | 134 |
|
|
2024
Q1 | $8.83K | Hold |
115
| – | – | 0.01% | 129 |
|
|
2023
Q4 | $7.87K | Hold |
115
| – | – | 0.01% | 105 |
|
|
2023
Q3 | $9.44K | Hold |
115
| – | – | 0.01% | 141 |
|
|
2023
Q2 | $10K | Hold |
115
| – | – | 0.01% | 138 |
|
|
2023
Q1 | $9.57K | Buy |
+115
| New | +$9.57K | 0.01% | 134 |
|