Sound Financial Strategies Group’s McCormick & Company Non-Voting MKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $622K | Sell |
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|
2025
Q2 | $710K | Buy |
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|
2025
Q1 | $742K | Sell |
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|
2024
Q4 | $853K | Buy |
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|
2024
Q3 | $587K | Buy |
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|
2024
Q2 | $481K | Buy |
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|
2024
Q1 | $306K | Buy |
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|
2023
Q4 | $263K | Sell |
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|
2023
Q3 | $438K | Sell |
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|
2023
Q2 | $548K | Sell |
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|
2023
Q1 | $651K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $828K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $677K | Sell |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $960K | Sell |
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|
2020
Q1 | $759K | Sell |
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|
2019
Q4 | $2.78M | Buy |
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