Moneta Group Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Hold |
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|
2025
Q1 | $643K | Sell |
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|
2024
Q4 | $603K | Buy |
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|
2024
Q3 | $603K | Sell |
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|
2024
Q2 | $523K | Buy |
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|
2024
Q1 | $561K | Sell |
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|
2023
Q4 | $501K | Sell |
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|
2023
Q3 | $568K | Buy |
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|
2023
Q2 | $554K | Sell |
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|
2023
Q1 | $529K | Sell |
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|
2022
Q4 | $522K | Buy |
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|
2022
Q3 | $443K | Sell |
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|
2022
Q2 | $561K | Buy |
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|
2022
Q1 | $621K | Buy |
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|
2021
Q4 | $600K | Buy |
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|
2021
Q3 | $503K | Sell |
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|
2021
Q2 | $549K | Buy |
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|
2021
Q1 | $316K | Sell |
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|
2020
Q4 | $347K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $199K | Hold |
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|
2017
Q3 | $200K | Buy |
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