GA
Geller Advisors’s McCormick & Company Non-Voting MKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $255K | Sell |
3,322
-62
| -2% | -$4.76K | 0.02% | 221 |
|
|
2024
Q3 | $279K | Buy |
3,384
+233
| +7% | +$19.2K | 0.02% | 215 |
|
|
2024
Q2 | $224K | Buy |
3,151
+96
| +3% | +$6.81K | 0.02% | 244 |
|
|
2024
Q1 | $235K | Buy |
+3,055
| New | +$235K | 0.02% | 245 |
|
|
2023
Q3 | – | Sell |
-2,316
| Closed | -$202K | – | 267 |
|
|
2023
Q2 | $202K | Buy |
+2,316
| New | +$202K | 0.03% | 246 |
|
|
2023
Q1 | – | Sell |
-2,674
| Closed | -$223K | – | 185 |
|
|
2022
Q4 | $223K | Buy |
+2,674
| New | +$223K | 0.04% | 139 |
|
|
2022
Q2 | – | Sell |
-2,129
| Closed | -$212K | – | 160 |
|
|
2022
Q1 | $212K | Sell |
2,129
-8
| -0.4% | -$797 | 0.04% | 160 |
|
|
2021
Q4 | $207K | Buy |
+2,137
| New | +$207K | 0.04% | 175 |
|