Stiles Financial Services’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
Q1 | – | Sell |
-3,133
| Closed | -$239K | – | 179 |
|
|
2024
Q4 | $239K | Sell |
3,133
-418
| -12% | -$31.9K | 0.09% | 166 |
|
|
2024
Q3 | $292K | Buy |
3,551
+18
| +0.5% | +$1.48K | 0.1% | 152 |
|
|
2024
Q2 | $251K | Buy |
3,533
+20
| +0.6% | +$1.42K | 0.1% | 162 |
|
|
2024
Q1 | $270K | Buy |
3,513
+19
| +0.5% | +$1.46K | 0.11% | 153 |
|
|
2023
Q4 | $239K | Sell |
3,494
-1,686
| -33% | -$115K | 0.11% | 154 |
|
|
2023
Q3 | $392K | Buy |
5,180
+20
| +0.4% | +$1.51K | 0.2% | 111 |
|
|
2023
Q2 | $450K | Buy |
5,160
+20
| +0.4% | +$1.75K | 0.22% | 106 |
|
|
2023
Q1 | $428K | Buy |
5,140
+120
| +2% | +$9.99K | 0.23% | 110 |
|
|
2022
Q4 | $416K | Buy |
5,020
+23
| +0.5% | +$1.91K | 0.24% | 105 |
|
|
2022
Q3 | $356K | Buy |
4,997
+20
| +0.4% | +$1.43K | 0.22% | 117 |
|
|
2022
Q2 | $414K | Buy |
4,977
+513
| +11% | +$42.7K | 0.25% | 104 |
|
|
2022
Q1 | $445K | Buy |
4,464
+690
| +18% | +$68.8K | 0.22% | 109 |
|
|
2021
Q4 | $365K | Buy |
+3,774
| New | +$365K | 0.18% | 125 |
|