Forum Financial 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 | $394K | Buy |
5,192
+623
| +14% | +$47.2K | 0.01% | 514 |
|
|
2025
Q1 | $376K | Buy |
4,569
+439
| +11% | +$36.1K | 0.01% | 477 |
|
|
2024
Q4 | $315K | Buy |
+4,130
| New | +$315K | 0.01% | 585 |
|
|
2023
Q4 | – | Sell |
-2,865
| Closed | -$217K | – | 707 |
|
|
2023
Q3 | $217K | Buy |
2,865
+77
| +3% | +$5.82K | ﹤0.01% | 555 |
|
|
2023
Q2 | $243K | Hold |
2,788
| – | – | 0.01% | 520 |
|
|
2023
Q1 | $232K | Buy |
+2,788
| New | +$232K | 0.01% | 494 |
|
|
2022
Q2 | – | Sell |
-2,739
| Closed | -$273K | – | 625 |
|
|
2022
Q1 | $273K | Hold |
2,739
| – | – | 0.01% | 441 |
|
|
2021
Q4 | $265K | Buy |
+2,739
| New | +$265K | 0.01% | 475 |
|