DAS
Diversify Advisory Services’s McCormick & Company Non-Voting MKC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-9,098
| Closed | -$649K | – | 665 |
|
2024
Q4 | $649K | Sell |
9,098
-8,556
| -48% | -$611K | 0.04% | 306 |
|
2024
Q3 | $1.39M | Sell |
17,654
-2,884
| -14% | -$227K | 0.07% | 207 |
|
2024
Q2 | $1.44M | Sell |
20,538
-5,437
| -21% | -$381K | 0.08% | 191 |
|
2024
Q1 | $1.99M | Buy |
+25,975
| New | +$1.99M | 0.12% | 156 |
|