Heritage Wealth Management (Ohio)’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
2024 Q4	–	Sell	-2,600	Closed	-$214K	–	232
2024 Q3	$214K	Sell	2,600 -600	-19%	-$49.4K	0.07%	216
2024 Q2	$227K	Buy	+3,200	New	+$227K	0.08%	206