Sequoia Financial 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 | $385K | Buy |
5,073
+61
| +1% | +$4.63K | ﹤0.01% | 1123 |
|
|
2025
Q1 | $413K | Sell |
5,012
-583
| -10% | -$48K | ﹤0.01% | 925 |
|
|
2024
Q4 | $427K | Buy |
5,595
+169
| +3% | +$12.9K | ﹤0.01% | 862 |
|
|
2024
Q3 | $447K | Buy |
5,426
+293
| +6% | +$24.1K | ﹤0.01% | 794 |
|
|
2024
Q2 | $364K | Buy |
5,133
+315
| +7% | +$22.3K | ﹤0.01% | 811 |
|
|
2024
Q1 | $370K | Sell |
4,818
-1,452
| -23% | -$112K | ﹤0.01% | 784 |
|
|
2023
Q4 | $429K | Buy |
6,270
+2,708
| +76% | +$185K | 0.01% | 784 |
|
|
2023
Q3 | $269K | Buy |
3,562
+6
| +0.2% | +$454 | ﹤0.01% | 729 |
|
|
2023
Q2 | $310K | Sell |
3,556
-201
| -5% | -$17.5K | 0.01% | 680 |
|
|
2023
Q1 | $313K | Buy |
3,757
+240
| +7% | +$20K | 0.01% | 609 |
|
|
2022
Q4 | $292K | Buy |
3,517
+497
| +16% | +$41.2K | 0.01% | 595 |
|
|
2022
Q3 | $215K | Sell |
3,020
-812
| -21% | -$57.8K | 0.01% | 475 |
|
|
2022
Q2 | $319K | Buy |
3,832
+696
| +22% | +$57.9K | 0.01% | 421 |
|
|
2022
Q1 | $313K | Buy |
+3,136
| New | +$313K | 0.01% | 490 |
|
|
2020
Q2 | – | Sell |
-2,950
| Closed | -$208K | – | 389 |
|
|
2020
Q1 | $208K | Buy |
2,950
+76
| +3% | +$5.36K | 0.02% | 327 |
|
|
2019
Q4 | $244K | Buy |
2,874
+18
| +0.6% | +$1.53K | 0.02% | 329 |
|
|
2019
Q3 | $223K | Buy |
2,856
+234
| +9% | +$18.3K | 0.02% | 323 |
|
|
2019
Q2 | $203K | Sell |
2,622
-350
| -12% | -$27.1K | 0.02% | 351 |
|
|
2019
Q1 | $224K | Buy |
+2,972
| New | +$224K | 0.02% | 326 |
|