SVWAG
Sound View Wealth Advisors Group’s McCormick & Company Non-Voting MKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,635
| Closed | -$217K | – | 427 |
|
|
2025
Q1 | $217K | Sell |
2,635
-208
| -7% | -$17.1K | 0.02% | 379 |
|
|
2024
Q4 | $217K | Sell |
2,843
-1,457
| -34% | -$111K | 0.02% | 388 |
|
|
2024
Q3 | $354K | Buy |
+4,300
| New | +$354K | 0.03% | 308 |
|
|
2024
Q1 | – | Sell |
-3,461
| Closed | -$237K | – | 387 |
|
|
2023
Q4 | $237K | Buy |
3,461
+534
| +18% | +$36.5K | 0.03% | 346 |
|
|
2023
Q3 | $221K | Buy |
+2,927
| New | +$221K | 0.03% | 338 |
|
|
2023
Q1 | – | Sell |
-3,461
| Closed | -$237K | – | 398 |
|
|
2022
Q4 | $237K | Buy |
+3,461
| New | +$237K | 0.03% | 346 |
|