Optivise Advisory 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
2025 Q2	$250K	Buy	3,303 +193	+6%	+$14.6K	0.13%	164
2025 Q1	$256K	Buy	+3,110	New	+$256K	0.14%	148
2024 Q3	–	Sell	-2,949	Closed	-$209K	–	181
2024 Q2	$209K	Buy	+2,949	New	+$209K	0.11%	175