EP Wealth 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
Q2 | $554K | Buy |
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|
2025
Q1 | $497K | Buy |
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|
2024
Q4 | $457K | Buy |
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|
2024
Q3 | $463K | Buy |
|
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|
2024
Q2 | $349K | Buy |
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|
2024
Q1 | $352K | Buy |
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|
2023
Q4 | $298K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $200K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $307K | Sell |
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|
2022
Q1 | $400K | Buy |
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|
2021
Q4 | $369K | Buy |
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|
2021
Q3 | $309K | Sell |
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|
2021
Q2 | $337K | Buy |
|