SS&H 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 | $202K | Hold |
2,670
| – | – | 0.07% | 122 |
|
|
2025
Q1 | $220K | Hold |
2,670
| – | – | 0.08% | 117 |
|
|
2024
Q4 | $204K | Hold |
2,670
| – | – | 0.07% | 121 |
|
|
2024
Q3 | $220K | Buy |
+2,670
| New | +$220K | 0.08% | 123 |
|
|
2024
Q2 | – | Sell |
-2,670
| Closed | -$205K | – | 121 |
|
|
2024
Q1 | $205K | Buy |
+2,670
| New | +$205K | 0.09% | 114 |
|
|
2023
Q4 | – | Sell |
-2,670
| Closed | -$202K | – | 118 |
|
|
2023
Q3 | $202K | Buy |
+2,670
| New | +$202K | 0.09% | 117 |
|
|
2023
Q1 | $347K | Hold |
4,170
| – | – | 0.16% | 107 |
|
|
2022
Q4 | $346K | Sell |
4,170
-3,100
| -43% | -$257K | 0.16% | 100 |
|
|
2022
Q3 | $518K | Sell |
7,270
-1,000
| -12% | -$71.3K | 0.27% | 76 |
|
|
2022
Q2 | $688K | Sell |
8,270
-200
| -2% | -$16.6K | 0.32% | 71 |
|
|
2022
Q1 | $845K | Buy |
+8,470
| New | +$845K | 0.33% | 73 |
|