Financial Advocates Investment Management’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 | $221K | Buy |
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|
2025
Q1 | $235K | Sell |
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|
2024
Q4 | $225K | Sell |
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|
2024
Q3 | $247K | Sell |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $287K | Buy |
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|
2023
Q2 | $330K | Sell |
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|
2023
Q1 | $322K | Sell |
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|
2022
Q4 | $336K | Sell |
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|
2022
Q3 | $292K | Buy |
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|
2022
Q2 | $340K | Buy |
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|
2022
Q1 | $404K | Buy |
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|
2021
Q4 | $390K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $237K | Sell |
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|
2020
Q3 | $252K | Buy |
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