EFS
Essex Financial Services’s McCormick & Company Non-Voting MKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
4,992
-124
| -2% | -$9.4K | 0.02% | 481 |
|
|
2025
Q1 | $421K | Buy |
5,116
+87
| +2% | +$7.16K | 0.03% | 417 |
|
|
2024
Q4 | $383K | Sell |
5,029
-205
| -4% | -$15.6K | 0.03% | 432 |
|
|
2024
Q3 | $414K | Buy |
5,234
+263
| +5% | +$20.8K | 0.03% | 415 |
|
|
2024
Q2 | $387K | Buy |
+4,971
| New | +$387K | 0.03% | 427 |
|
|
2023
Q3 | – | Sell |
-2,479
| Closed | -$216K | – | 486 |
|
|
2023
Q2 | $216K | Buy |
+2,479
| New | +$216K | 0.02% | 434 |
|
|
2022
Q2 | – | Sell |
-2,301
| Closed | -$230K | – | 507 |
|
|
2022
Q1 | $230K | Buy |
2,301
+105
| +5% | +$10.5K | 0.02% | 435 |
|
|
2021
Q4 | $212K | Buy |
+2,196
| New | +$212K | 0.02% | 464 |
|
|
2021
Q3 | – | Sell |
-2,364
| Closed | -$211K | – | 473 |
|
|
2021
Q2 | $211K | Hold |
2,364
| – | – | 0.03% | 424 |
|
|
2021
Q1 | $211K | Sell |
2,364
-26
| -1% | -$2.32K | 0.04% | 332 |
|
|
2020
Q4 | $228K | Buy |
2,390
+1,190
| +99% | +$114K | 0.05% | 289 |
|
|
2020
Q3 | $233K | Buy |
1,200
+5
| +0.4% | +$971 | 0.06% | 247 |
|
|
2020
Q2 | $214K | Buy |
+1,195
| New | +$214K | 0.07% | 233 |
|
|
2020
Q1 | – | Sell |
-1,254
| Closed | -$213K | – | 264 |
|
|
2019
Q4 | $213K | Sell |
1,254
-57
| -4% | -$9.68K | 0.06% | 244 |
|
|
2019
Q3 | $205K | Buy |
+1,311
| New | +$205K | 0.07% | 235 |
|
|
2018
Q4 | – | Sell |
-1,770
| Closed | -$233K | – | 275 |
|
|
2018
Q3 | $233K | Buy |
+1,770
| New | +$233K | 0.05% | 255 |
|