JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.1K | Buy |
120
+4
| +3% | +$303 | ﹤0.01% | 896 |
|
|
2025
Q1 | $9.55K | Buy |
116
+8
| +7% | +$658 | ﹤0.01% | 893 |
|
|
2024
Q4 | $8.23K | Buy |
108
+34
| +46% | +$2.59K | ﹤0.01% | 918 |
|
|
2024
Q3 | $6.09K | Buy |
74
+8
| +12% | +$658 | ﹤0.01% | 1048 |
|
|
2024
Q2 | $4.68K | Sell |
66
-2
| -3% | -$142 | ﹤0.01% | 1090 |
|
|
2024
Q1 | $5.22K | Buy |
68
+18
| +36% | +$1.38K | ﹤0.01% | 1082 |
|
|
2023
Q4 | $3.42K | Sell |
50
-12
| -19% | -$821 | ﹤0.01% | 1213 |
|
|
2023
Q3 | $4.69K | Sell |
62
-14
| -18% | -$1.06K | ﹤0.01% | 1012 |
|
|
2023
Q2 | $6.63K | Sell |
76
-65
| -46% | -$5.67K | ﹤0.01% | 884 |
|
|
2023
Q1 | $11.7K | Buy |
141
+13
| +10% | +$1.08K | ﹤0.01% | 661 |
|
|
2022
Q4 | $10.6K | Sell |
128
-19
| -13% | -$1.58K | ﹤0.01% | 683 |
|
|
2022
Q3 | $10K | Buy |
147
+34
| +30% | +$2.31K | ﹤0.01% | 729 |
|
|
2022
Q2 | $9K | Sell |
113
-11
| -9% | -$876 | ﹤0.01% | 802 |
|
|
2022
Q1 | $12K | Buy |
124
+48
| +63% | +$4.65K | ﹤0.01% | 744 |
|
|
2021
Q4 | $7K | Buy |
76
+26
| +52% | +$2.4K | ﹤0.01% | 742 |
|
|
2021
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 734 |
|
|
2021
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 515 |
|
|
2021
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 488 |
|
|
2016
Q2 | – | Sell |
-18
| Closed | -$1K | – | 577 |
|
|
2016
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 585 |
|