Mayflower Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,696
| Closed | -$222K | – | 390 |
|
|
2024
Q3 | $222K | Buy |
+2,696
| New | +$222K | 0.03% | 344 |
|
|
2024
Q2 | – | Sell |
-2,676
| Closed | -$206K | – | 360 |
|
|
2024
Q1 | $206K | Buy |
+2,676
| New | +$206K | 0.03% | 339 |
|
|
2023
Q3 | – | Sell |
-2,316
| Closed | -$202K | – | 356 |
|
|
2023
Q2 | $202K | Sell |
2,316
-597
| -20% | -$52.1K | 0.03% | 337 |
|
|
2023
Q1 | $242K | Sell |
2,913
-618
| -18% | -$51.4K | 0.03% | 299 |
|
|
2022
Q4 | $293K | Buy |
+3,531
| New | +$293K | 0.04% | 266 |
|