Sowell Financial Services’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 Q2	–	Sell	-3,159	Closed	-$260K	–	1081
2025 Q1	$260K	Buy	+3,159	New	+$248K	0.01%	828
2023 Q2	–	Sell	-3,735	Closed	-$311K	–	720
2023 Q1	$311K	Buy	+3,735	New	+$285K	0.02%	543
2021 Q2	–	Sell	-686	Closed	-$62K	–	1864
2021 Q1	$62K	Sell	686 -48	-7%	-$4.27K	﹤0.01%	1561
2020 Q4	$70K	Buy	734 +62	+9%	+$5.85K	﹤0.01%	1284
2020 Q3	$65K	Buy	672 +32	+5%	+$3.13K	﹤0.01%	1121
2020 Q2	$57K	Sell	640 -1,886	-75%	-$155K	﹤0.01%	1135
2020 Q1	$178K	Buy	2,526 +188	+8%	+$14.6K	0.01%	680
2019 Q4	$198K	Buy	2,338 +1,956	+512%	+$162K	0.02%	717
2019 Q3	$30K	Buy	+382	New	+$30.7K	﹤0.01%	1144