MinichMacGregor Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-133
| Closed | -$11K | – | 417 |
|
|
2022
Q4 | $11K | Buy |
+133
| New | +$11K | ﹤0.01% | 395 |
|
|
2018
Q4 | – | Sell |
-124
| Closed | -$8K | – | 337 |
|
|
2018
Q3 | $8K | Sell |
124
-32
| -21% | -$2.07K | 0.01% | 338 |
|
|
2018
Q2 | $9K | Sell |
156
-28
| -15% | -$1.62K | 0.01% | 322 |
|
|
2018
Q1 | $9K | Hold |
184
| – | – | 0.01% | 320 |
|
|
2017
Q4 | $9K | Hold |
184
| – | – | 0.01% | 318 |
|
|
2017
Q3 | $9K | Buy |
184
+2
| +1% | +$98 | 0.01% | 300 |
|
|
2017
Q2 | $8K | Buy |
182
+2
| +1% | +$88 | 0.01% | 302 |
|
|
2017
Q1 | $8K | Buy |
180
+2
| +1% | +$89 | 0.01% | 310 |
|
|
2016
Q4 | $8K | Hold |
178
| – | – | 0.01% | 292 |
|
|
2016
Q3 | $8K | Hold |
178
| – | – | 0.01% | 299 |
|
|
2016
Q2 | $9K | Buy |
178
+2
| +1% | +$101 | 0.01% | 272 |
|
|
2016
Q1 | $8K | Buy |
176
+32
| +22% | +$1.46K | 0.01% | 276 |
|
|
2015
Q4 | $5K | Buy |
+144
| New | +$5K | ﹤0.01% | 288 |
|