Financial Advocates Investment 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 | $221K | Buy |
2,916
+56
| +2% | +$4.25K | 0.02% | 562 |
|
|
2025
Q1 | $235K | Sell |
2,860
-93
| -3% | -$7.65K | 0.02% | 627 |
|
|
2024
Q4 | $225K | Sell |
2,953
-52
| -2% | -$3.96K | 0.01% | 673 |
|
|
2024
Q3 | $247K | Sell |
3,005
-181
| -6% | -$14.9K | 0.01% | 655 |
|
|
2024
Q2 | $226K | Sell |
3,186
-47
| -1% | -$3.34K | 0.01% | 644 |
|
|
2024
Q1 | $248K | Sell |
3,233
-431
| -12% | -$33.1K | 0.01% | 658 |
|
|
2023
Q4 | $251K | Sell |
3,664
-132
| -3% | -$9.03K | 0.02% | 625 |
|
|
2023
Q3 | $287K | Buy |
3,796
+10
| +0.3% | +$756 | 0.02% | 535 |
|
|
2023
Q2 | $330K | Sell |
3,786
-83
| -2% | -$7.24K | 0.02% | 497 |
|
|
2023
Q1 | $322K | Sell |
3,869
-184
| -5% | -$15.3K | 0.02% | 525 |
|
|
2022
Q4 | $336K | Sell |
4,053
-45
| -1% | -$3.73K | 0.03% | 524 |
|
|
2022
Q3 | $292K | Buy |
4,098
+10
| +0.2% | +$713 | 0.02% | 544 |
|
|
2022
Q2 | $340K | Buy |
4,088
+41
| +1% | +$3.41K | 0.03% | 480 |
|
|
2022
Q1 | $404K | Buy |
4,047
+9
| +0.2% | +$898 | 0.03% | 498 |
|
|
2021
Q4 | $390K | Buy |
+4,038
| New | +$390K | 0.02% | 550 |
|
|
2021
Q1 | – | Sell |
-2,476
| Closed | -$237K | – | 763 |
|
|
2020
Q4 | $237K | Sell |
2,476
-120
| -5% | -$11.5K | 0.02% | 624 |
|
|
2020
Q3 | $252K | Buy |
+2,596
| New | +$252K | 0.02% | 509 |
|