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Diversify Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Diversify Wealth Management’s Portfolio MKC Stock Details MKC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-28,249
Closed -$2.02M – 535
2024
Q4 		$2.02M Buy
28,249
+13,132
+87% +$938K 0.16% 157
2024
Q3 		$1.2M Buy
15,117
+1,768
+13% +$140K 0.12% 178
2024
Q2 		$1.02M Buy
+13,349
New +$1.02M 0.13% 159