Novak & Powell Financial Services’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	-4,198	Closed	-$345K	–	158
2024 Q3	$345K	Buy	4,198 +1	+0%	+$82	0.2%	99
2024 Q2	$298K	Buy	4,197 +2	+0%	+$142	0.18%	105
2024 Q1	$322K	Buy	4,195 +2	+0%	+$154	0.24%	95
2023 Q4	$287K	Buy	+4,193	New	+$287K	0.19%	103