LWA
Lowe Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
13,921
+3
| +0% | +$227 | 0.41% | 26 |
|
|
2025
Q1 | $1.15M | Buy |
13,918
+2
| +0% | +$165 | 0.49% | 22 |
|
|
2024
Q4 | $1.06M | Buy |
13,916
+2
| +0% | +$152 | 0.45% | 21 |
|
|
2024
Q3 | $1.15M | Buy |
13,914
+2
| +0% | +$165 | 0.49% | 20 |
|
|
2024
Q2 | $987K | Sell |
13,912
-322
| -2% | -$22.8K | 0.45% | 23 |
|
|
2024
Q1 | $1.09M | Buy |
14,234
+2
| +0% | +$154 | 0.51% | 20 |
|
|
2023
Q4 | $974K | Buy |
14,232
+2
| +0% | +$137 | 0.48% | 21 |
|
|
2023
Q3 | $1.08M | Buy |
14,230
+2
| +0% | +$151 | 0.57% | 19 |
|
|
2023
Q2 | $1.24M | Buy |
14,228
+1
| +0% | +$87 | 0.63% | 17 |
|
|
2023
Q1 | $1.18M | Buy |
14,227
+2
| +0% | +$166 | 0.64% | 16 |
|
|
2022
Q4 | $1.18M | Buy |
14,225
+1
| +0% | +$83 | 0.65% | 17 |
|
|
2022
Q3 | $1.01M | Buy |
14,224
+2
| +0% | +$143 | 0.6% | 19 |
|
|
2022
Q2 | $1.18M | Buy |
14,222
+1
| +0% | +$83 | 0.65% | 18 |
|
|
2022
Q1 | $1.42M | Buy |
14,221
+1
| +0% | +$100 | 0.64% | 18 |
|
|
2021
Q4 | $1.37M | Buy |
14,220
+2
| +0% | +$193 | 0.6% | 20 |
|
|
2021
Q3 | $1.15M | Buy |
14,218
+1
| +0% | +$81 | 0.55% | 21 |
|
|
2021
Q2 | $1.26M | Buy |
14,217
+1
| +0% | +$88 | 0.6% | 18 |
|
|
2021
Q1 | $1.27M | Buy |
14,216
+2
| +0% | +$178 | 0.64% | 18 |
|
|
2020
Q4 | $1.36M | Buy |
14,214
+7,107
| +100% | +$680K | 0.69% | 17 |
|
|
2020
Q3 | $1.38M | Buy |
7,107
+1
| +0% | +$194 | 0.77% | 15 |
|
|
2020
Q2 | $1.28M | Hold |
7,106
| – | – | 0.75% | 15 |
|
|
2020
Q1 | $1M | Buy |
7,106
+1
| +0% | +$141 | 0.71% | 17 |
|
|
2019
Q4 | $1.21M | Buy |
7,105
+1
| +0% | +$170 | 0.67% | 20 |
|
|
2019
Q3 | $1.11M | Hold |
7,104
| – | – | 0.66% | 20 |
|
|
2019
Q2 | $1.1M | Buy |
7,104
+1
| +0% | +$155 | 0.66% | 19 |
|
|
2019
Q1 | $1.07M | Buy |
7,103
+1
| +0% | +$150 | 0.65% | 20 |
|
|
2018
Q4 | $989K | Hold |
7,102
| – | – | 0.68% | 17 |
|
|
2018
Q3 | $936K | Buy |
7,102
+1
| +0% | +$132 | 0.55% | 21 |
|
|
2018
Q2 | $824K | Buy |
7,101
+1
| +0% | +$116 | 0.51% | 22 |
|
|
2018
Q1 | $755K | Hold |
7,100
| – | – | 0.47% | 23 |
|
|
2017
Q4 | $724K | Sell |
7,100
-149
| -2% | -$15.2K | 0.44% | 25 |
|
|
2017
Q3 | $744K | Buy |
7,249
+151
| +2% | +$15.5K | 0.46% | 25 |
|
|
2017
Q2 | $692K | Buy |
7,098
+1
| +0% | +$97 | 0.44% | 25 |
|
|
2017
Q1 | $692K | Hold |
7,097
| – | – | 0.46% | 25 |
|
|
2016
Q4 | $662K | Sell |
7,097
-144
| -2% | -$13.4K | 0.45% | 23 |
|
|
2016
Q3 | $724K | Buy |
7,241
+1
| +0% | +$100 | 0.49% | 23 |
|
|
2016
Q2 | $772K | Buy |
7,240
+1
| +0% | +$107 | 0.52% | 23 |
|
|
2016
Q1 | $720K | Hold |
7,239
| – | – | 0.49% | 23 |
|
|
2015
Q4 | $619K | Buy |
7,239
+1
| +0% | +$86 | 0.42% | 25 |
|
|
2015
Q3 | $595K | Sell |
7,238
-75
| -1% | -$6.17K | 0.45% | 23 |
|
|
2015
Q2 | $592K | Buy |
7,313
+286
| +4% | +$23.2K | 0.4% | 23 |
|
|
2015
Q1 | $542K | Hold |
7,027
| – | – | 0.37% | 23 |
|
|
2014
Q4 | $522K | Buy |
+7,027
| New | +$522K | 0.37% | 21 |
|