First Affirmative Financial Network’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
Q1 | $511K | Sell |
6,204
-43
| -0.7% | -$3.54K | 0.31% | 91 |
|
|
2024
Q4 | $476K | Buy |
6,247
+243
| +4% | +$18.5K | 0.27% | 95 |
|
|
2024
Q3 | $494K | Buy |
6,004
+120
| +2% | +$9.88K | 0.27% | 98 |
|
|
2024
Q2 | $417K | Sell |
5,884
-29
| -0.5% | -$2.06K | 0.29% | 105 |
|
|
2024
Q1 | $454K | Buy |
5,913
+803
| +16% | +$61.7K | 0.33% | 89 |
|
|
2023
Q4 | $350K | Buy |
5,110
+116
| +2% | +$7.94K | 0.28% | 115 |
|
|
2023
Q3 | $378K | Buy |
4,994
+259
| +5% | +$19.6K | 0.37% | 76 |
|
|
2023
Q2 | $413K | Buy |
4,735
+471
| +11% | +$41.1K | 0.41% | 72 |
|
|
2023
Q1 | $355K | Buy |
4,264
+443
| +12% | +$36.9K | 0.41% | 76 |
|
|
2022
Q4 | $317K | Buy |
3,821
+384
| +11% | +$31.8K | 0.38% | 80 |
|
|
2022
Q3 | $245K | Buy |
3,437
+482
| +16% | +$34.4K | 0.31% | 99 |
|
|
2022
Q2 | $246K | Sell |
2,955
-520
| -15% | -$43.3K | 0.28% | 110 |
|
|
2022
Q1 | $347K | Buy |
3,475
+454
| +15% | +$45.3K | 0.33% | 87 |
|
|
2021
Q4 | $292K | Buy |
3,021
+227
| +8% | +$21.9K | 0.27% | 116 |
|
|
2021
Q3 | $226K | Buy |
+2,794
| New | +$226K | 0.23% | 136 |
|