JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.1K | Buy |
|
|||||
|
2025
Q1 | $9.55K | Buy |
|
|||||
|
2024
Q4 | $8.23K | Buy |
|
|||||
|
2024
Q3 | $6.09K | Buy |
|
|||||
|
2024
Q2 | $4.68K | Sell |
|
|||||
|
2024
Q1 | $5.22K | Buy |
|
|||||
|
2023
Q4 | $3.42K | Sell |
|
|||||
|
2023
Q3 | $4.69K | Sell |
|
|||||
|
2023
Q2 | $6.63K | Sell |
|
|||||
|
2023
Q1 | $11.7K | Buy |
|
|||||
|
2022
Q4 | $10.6K | Sell |
|
|||||
|
2022
Q3 | $10K | Buy |
|
|||||
|
2022
Q2 | $9K | Sell |
|
|||||
|
2022
Q1 | $12K | Buy |
|
|||||
|
2021
Q4 | $7K | Buy |
|
|||||
|
2021
Q3 | $4K | Hold |
|
|||||
|
2021
Q2 | $4K | Hold |
|
|||||
|
2021
Q1 | $4K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $1K | Buy |
|