Lucia Wealth Services’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
2020
Q3
$6.95M Buy
2020
Q2
$6.21M Sell
2020
Q1
$5.47M Buy
2019
Q4
$6.43M Buy
2019
Q3
$5.85M Buy
2019
Q2
$5.63M Sell
2019
Q1
$5.55M Sell
2018
Q4
$5.64M Sell
2018
Q3
$6.22M Buy
2018
Q2
$5.32M Buy
2018
Q1
$4.4M Sell
2017
Q4
$4.89M Buy