Paladin Advisory Group’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
Q1 | – | Sell |
-150
| Closed | -$10.3K | – | 227 |
|
2023
Q4 | $10.3K | Hold |
150
| – | – | 0.01% | 193 |
|
2023
Q3 | $11.3K | Hold |
150
| – | – | 0.01% | 207 |
|
2023
Q2 | $13.1K | Hold |
150
| – | – | 0.01% | 208 |
|
2023
Q1 | $12.5K | Buy |
+150
| New | +$12.5K | 0.01% | 208 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 150 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 151 |
|
2022
Q2 | – | Sell |
-205
| Closed | -$20K | – | 152 |
|
2022
Q1 | $20K | Buy |
+205
| New | +$20K | 0.02% | 211 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 148 |
|