Golden State Wealth 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
2026 Q1	$1.06K	Hold	21	–	–	﹤0.01%	1442
2025 Q4	$1.43K	Sell	21 -58	-73%	-$3.85K	﹤0.01%	1453
2025 Q3	$5.29K	Hold	79	–	–	﹤0.01%	1243
2025 Q2	$5.99K	Hold	79	–	–	﹤0.01%	1190
2025 Q1	$6.5K	Sell	79 -98	-55%	-$7.68K	﹤0.01%	1109
2024 Q4	$13.5K	Buy	+177	New	+$13.9K	﹤0.01%	872
2022 Q1	$416K	Sell	4,163 -1,357	-25%	-$133K	0.08%	194
2021 Q4	$533K	Sell	5,520 -297	-5%	-$25.3K	0.09%	192
2021 Q3	$471K	Buy	5,817 +60	+1%	+$5.15K	0.1%	172
2021 Q2	$508K	Buy	+5,757	New	+$513K	0.11%	161
2020 Q2	–	Sell	-240	Closed	-$17K	–	627
2020 Q1	$17K	Buy	+240	New	+$18.6K	0.01%	530
2019 Q4	–	Sell	-240	Closed	-$19K	–	595
2019 Q3	$19K	Buy	240 +22	+10%	+$1.77K	0.01%	623
2019 Q2	$16K	Buy	218 +200	+1,111%	+$15.4K	0.01%	657
2019 Q1	$1K	Buy	+18	New	+$1.21K	﹤0.01%	1074