Sovereign Financial 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 | $311K | Hold |
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|
2025
Q2 | $352K | Hold |
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|
2025
Q1 | $383K | Hold |
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|
2024
Q4 | $354K | Hold |
|
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|
2024
Q3 | $383K | Buy |
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|
2024
Q2 | $329K | Hold |
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|
2024
Q1 | $356K | Buy |
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|
2023
Q4 | $317K | Buy |
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|
2023
Q3 | $350K | Sell |
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|
2023
Q2 | $408K | Hold |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $400K | Buy |
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|
2022
Q3 | $329K | Hold |
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|
2022
Q2 | $385K | Buy |
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|
2022
Q1 | $461K | Hold |
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|
2021
Q4 | $446K | Hold |
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|
2021
Q3 | $374K | Hold |
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|
2021
Q2 | $412K | Hold |
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|
2021
Q1 | $412K | Hold |
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|
2020
Q4 | $441K | Buy |
|