LFS
Legacy Financial Strategies’s McCormick & Company Non-Voting MKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
39,974
+1,779
| +5% | +$135K | 0.59% | 33 |
|
|
2025
Q1 | $3.14M | Buy |
38,195
+244
| +0.6% | +$20.1K | 0.69% | 29 |
|
|
2024
Q4 | $2.88M | Buy |
37,951
+890
| +2% | +$67.5K | 0.62% | 33 |
|
|
2024
Q3 | $3.05M | Sell |
37,061
-141
| -0.4% | -$11.6K | 0.67% | 32 |
|
|
2024
Q2 | $2.6M | Buy |
+37,202
| New | +$2.6M | 0.62% | 33 |
|
|
2023
Q3 | – | Sell |
-27,345
| Closed | -$2.39M | – | 79 |
|
|
2023
Q2 | $2.39M | Buy |
27,345
+2,133
| +8% | +$186K | 0.8% | 29 |
|
|
2023
Q1 | $2.1M | Buy |
25,212
+3,703
| +17% | +$308K | 0.78% | 29 |
|
|
2022
Q4 | $1.78M | Buy |
21,509
+640
| +3% | +$53.1K | 0.74% | 35 |
|
|
2022
Q3 | $1.49M | Buy |
20,869
+2,580
| +14% | +$184K | 0.69% | 34 |
|
|
2022
Q2 | $1.52M | Buy |
18,289
+1,054
| +6% | +$87.8K | 0.75% | 27 |
|
|
2022
Q1 | $1.72M | Buy |
17,235
+1,156
| +7% | +$115K | 0.73% | 23 |
|
|
2021
Q4 | $1.55M | Buy |
16,079
+801
| +5% | +$77.4K | 0.67% | 34 |
|
|
2021
Q3 | $1.24M | Buy |
15,278
+1,262
| +9% | +$102K | 0.58% | 38 |
|
|
2021
Q2 | $1.24M | Buy |
14,016
+1,144
| +9% | +$101K | 0.59% | 37 |
|
|
2021
Q1 | $1.15M | Buy |
12,872
+886
| +7% | +$79K | 0.61% | 37 |
|
|
2020
Q4 | $1.15M | Buy |
11,986
+6,043
| +102% | +$578K | 0.58% | 31 |
|
|
2020
Q3 | $1.15M | Buy |
5,943
+77
| +1% | +$15K | 0.66% | 23 |
|
|
2020
Q2 | $1.05M | Buy |
5,866
+237
| +4% | +$42.5K | 0.81% | 16 |
|
|
2020
Q1 | $795K | Buy |
5,629
+197
| +4% | +$27.8K | 0.75% | 18 |
|
|
2019
Q4 | $922K | Buy |
5,432
+408
| +8% | +$69.3K | 0.74% | 25 |
|
|
2019
Q3 | $805K | Buy |
5,024
+246
| +5% | +$39.4K | 0.72% | 23 |
|
|
2019
Q2 | $750K | Buy |
+4,778
| New | +$750K | 0.7% | 21 |
|