LVW 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 | $228K | Sell |
3,010
-309
| -9% | -$23.4K | 0.02% | 298 |
|
|
2025
Q1 | $273K | Sell |
3,319
-312
| -9% | -$25.7K | 0.03% | 250 |
|
|
2024
Q4 | $277K | Sell |
3,631
-25
| -0.7% | -$1.91K | 0.03% | 260 |
|
|
2024
Q3 | $301K | Buy |
3,656
+330
| +10% | +$27.2K | 0.04% | 238 |
|
|
2024
Q2 | $236K | Buy |
+3,326
| New | +$236K | 0.03% | 259 |
|