EverSource Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
4,051
+450
| +12% | +$34.1K | 0.01% | 657 |
|
|
2025
Q1 | $296K | Buy |
3,601
+1,541
| +75% | +$127K | 0.02% | 533 |
|
|
2024
Q4 | $157K | Buy |
2,060
+220
| +12% | +$16.8K | 0.01% | 752 |
|
|
2024
Q3 | $151K | Buy |
1,840
+99
| +6% | +$8.15K | 0.01% | 650 |
|
|
2024
Q2 | $134K | Buy |
1,741
+6
| +0.3% | +$462 | 0.01% | 697 |
|
|
2024
Q1 | $132K | Buy |
1,735
+1,548
| +828% | +$118K | 0.01% | 618 |
|
|
2023
Q4 | $12.8K | Buy |
187
+7
| +4% | +$479 | ﹤0.01% | 1451 |
|
|
2023
Q3 | $13.6K | Sell |
180
-6
| -3% | -$454 | ﹤0.01% | 1277 |
|
|
2023
Q2 | $16.2K | Buy |
186
+63
| +51% | +$5.5K | ﹤0.01% | 1232 |
|
|
2023
Q1 | $10.2K | Sell |
123
-28
| -19% | -$2.33K | ﹤0.01% | 1340 |
|
|
2022
Q4 | $12.5K | Sell |
151
-42
| -22% | -$3.48K | ﹤0.01% | 1250 |
|
|
2022
Q3 | $14K | Buy |
193
+68
| +54% | +$4.93K | ﹤0.01% | 1023 |
|
|
2022
Q2 | $10K | Buy |
125
+5
| +4% | +$400 | ﹤0.01% | 1035 |
|
|
2022
Q1 | $12K | Buy |
120
+34
| +40% | +$3.4K | ﹤0.01% | 911 |
|
|
2021
Q4 | $8K | Buy |
+86
| New | +$8K | ﹤0.01% | 1056 |
|