RFG - Bristol Wealth Advisors’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
$353K Sell
4,655
-1,511
-25% -$115K 0.11% 128
2025
Q1
$508K Sell
6,166
-76
-1% -$6.26K 0.17% 103
2024
Q4
$476K Buy
+6,242
New +$476K 0.16% 100