Evermay Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Buy |
1,801
+154
| +9% | +$11.7K | 0.02% | 235 |
|
|
2025
Q1 | $136K | Sell |
1,647
-560
| -25% | -$46.1K | 0.02% | 228 |
|
|
2024
Q4 | $168K | Buy |
2,207
+274
| +14% | +$20.9K | 0.03% | 207 |
|
|
2024
Q3 | $159K | Buy |
1,933
+351
| +22% | +$28.9K | 0.03% | 219 |
|
|
2024
Q2 | $112K | Buy |
1,582
+41
| +3% | +$2.91K | 0.02% | 256 |
|
|
2024
Q1 | $118K | Buy |
1,541
+396
| +35% | +$30.4K | 0.02% | 259 |
|
|
2023
Q4 | $78.4K | Sell |
1,145
-435
| -28% | -$29.8K | 0.01% | 279 |
|
|
2023
Q3 | $120K | Buy |
1,580
+380
| +32% | +$28.7K | 0.02% | 215 |
|
|
2023
Q2 | $105K | Sell |
1,200
-32
| -3% | -$2.79K | 0.02% | 237 |
|
|
2023
Q1 | $103K | Buy |
1,232
+382
| +45% | +$31.8K | 0.02% | 237 |
|
|
2022
Q4 | $70.6K | Buy |
850
+450
| +113% | +$37.4K | 0.01% | 261 |
|
|
2022
Q3 | $29K | Buy |
400
+322
| +413% | +$23.3K | 0.01% | 316 |
|
|
2022
Q2 | $6K | Hold |
78
| – | – | ﹤0.01% | 431 |
|
|
2022
Q1 | $8K | Hold |
78
| – | – | ﹤0.01% | 434 |
|
|
2021
Q4 | $8K | Hold |
78
| – | – | ﹤0.01% | 419 |
|
|
2021
Q3 | $6K | Hold |
78
| – | – | ﹤0.01% | 405 |
|
|
2021
Q2 | $7K | Buy |
+78
| New | +$7K | ﹤0.01% | 430 |
|