Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $83.6K | Buy |
1,008
+430
| +74% | +$35.6K | 0.01% | 435 |
|
|
2022
Q3 | $41K | Hold |
578
| – | – | 0.01% | 429 |
|
|
2022
Q2 | $48.1K | Hold |
578
| – | – | 0.02% | 425 |
|
|
2022
Q1 | $58K | Buy |
+578
| New | +$58K | 0.02% | 455 |
|
|
2021
Q3 | $52K | Buy |
642
+110
| +21% | +$8.91K | 0.02% | 439 |
|
|
2021
Q2 | $47K | Hold |
532
| – | – | 0.02% | 458 |
|
|
2021
Q1 | $47K | Buy |
+532
| New | +$47K | 0.03% | 385 |
|