Heritage Wealth Advisors’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 | $2.02K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $3.43K | Buy |
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|
2024
Q3 | $3.13K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $372K | Hold |
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|
2016
Q1 | $348K | Hold |
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|
2015
Q4 | $299K | Hold |
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|
2015
Q3 | $287K | Hold |
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|
2015
Q2 | $283K | Hold |
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|
2015
Q1 | $269K | Hold |
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|
2014
Q4 | $260K | Buy |
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