Intelligent Financial Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $85K | Hold |
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|
2025
Q2 | $96.3K | Hold |
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|
2025
Q1 | $105K | Hold |
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|
2024
Q4 | $96.8K | Hold |
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|
2024
Q3 | $105K | Hold |
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|
2024
Q2 | $90.1K | Sell |
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|
2024
Q1 | $253K | Sell |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $298K | Buy |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $375K | Buy |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $406K | Sell |
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|
2022
Q1 | $547K | Sell |
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|
2021
Q4 | $543K | Buy |
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