Heritage Wealth Advisors’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 | – | Sell |
-45
| Closed | -$3.43K | – | 619 |
|
|
2024
Q4 | $3.43K | Buy |
45
+7
| +18% | +$534 | ﹤0.01% | 524 |
|
|
2024
Q3 | $3.13K | Buy |
+38
| New | +$3.13K | ﹤0.01% | 523 |
|
|
2016
Q3 | – | Sell |
-7,000
| Closed | -$372K | – | 92 |
|
|
2016
Q2 | $372K | Hold |
7,000
| – | – | 0.25% | 55 |
|
|
2016
Q1 | $348K | Hold |
7,000
| – | – | 0.27% | 53 |
|
|
2015
Q4 | $299K | Hold |
7,000
| – | – | 0.25% | 58 |
|
|
2015
Q3 | $287K | Hold |
7,000
| – | – | 0.25% | 58 |
|
|
2015
Q2 | $283K | Hold |
7,000
| – | – | 0.23% | 72 |
|
|
2015
Q1 | $269K | Hold |
7,000
| – | – | 0.22% | 77 |
|
|
2014
Q4 | $260K | Buy |
+7,000
| New | +$260K | 0.23% | 79 |
|