HNWAG
High Net Worth Advisory Group’s McCormick & Company Non-Voting MKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Hold |
3,716
| – | – | 0.07% | 184 |
|
|
2025
Q1 | $306K | Sell |
3,716
-400
| -10% | -$32.9K | 0.09% | 163 |
|
|
2024
Q4 | $314K | Hold |
4,116
| – | – | 0.09% | 168 |
|
|
2024
Q3 | $339K | Hold |
4,116
| – | – | 0.09% | 156 |
|
|
2024
Q2 | $292K | Sell |
4,116
-95
| -2% | -$6.74K | 0.09% | 165 |
|
|
2024
Q1 | $323K | Sell |
4,211
-700
| -14% | -$53.8K | 0.1% | 152 |
|
|
2023
Q4 | $336K | Sell |
4,911
-565
| -10% | -$38.7K | 0.12% | 134 |
|
|
2023
Q3 | $414K | Sell |
5,476
-140
| -2% | -$10.6K | 0.17% | 119 |
|
|
2023
Q2 | $490K | Buy |
5,616
+216
| +4% | +$18.8K | 0.19% | 110 |
|
|
2023
Q1 | $449K | Sell |
5,400
-200
| -4% | -$16.6K | 0.18% | 114 |
|
|
2022
Q4 | $464K | Hold |
5,600
| – | – | 0.18% | 112 |
|
|
2022
Q3 | $399K | Sell |
5,600
-400
| -7% | -$28.5K | 0.17% | 120 |
|
|
2022
Q2 | $500K | Hold |
6,000
| – | – | 0.21% | 102 |
|
|
2022
Q1 | $599K | Hold |
6,000
| – | – | 0.22% | 93 |
|
|
2021
Q4 | $580K | Buy |
+6,000
| New | +$580K | 0.2% | 98 |
|