SWA
Sutton Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $14.4K | Buy |
191
+24
| +14% | +$1.82K | 0.01% | 409 |
|
|
2023
Q2 | $14.6K | Sell |
167
-3
| -2% | -$262 | 0.01% | 397 |
|
|
2023
Q1 | $14.1K | Sell |
170
-65
| -28% | -$5.41K | 0.01% | 357 |
|
|
2022
Q4 | $19.5K | Buy |
235
+34
| +17% | +$2.82K | 0.01% | 701 |
|
|
2022
Q3 | $14.3K | Sell |
201
-18
| -8% | -$1.28K | 0.01% | 775 |
|
|
2022
Q2 | $18.2K | Sell |
219
-1
| -0.5% | -$83 | 0.01% | 708 |
|
|
2022
Q1 | $22K | Buy |
220
+8
| +4% | +$798 | 0.01% | 681 |
|
|
2021
Q4 | $20.5K | Hold |
212
| – | – | 0.01% | 691 |
|
|
2021
Q3 | $17.2K | Sell |
212
-11
| -5% | -$891 | 0.01% | 742 |
|
|
2021
Q2 | $19.7K | Hold |
223
| – | – | 0.01% | 705 |
|
|
2021
Q1 | $19.9K | Buy |
223
+19
| +9% | +$1.69K | 0.01% | 673 |
|
|
2020
Q4 | $19.5K | Buy |
204
+102
| +100% | +$9.75K | 0.01% | 623 |
|
|
2020
Q3 | $19.8K | Hold |
102
| – | – | 0.01% | 546 |
|
|
2020
Q2 | $18.3K | Buy |
102
+14
| +16% | +$2.51K | 0.01% | 560 |
|
|
2020
Q1 | $12.4K | Buy |
88
+3
| +4% | +$424 | 0.01% | 598 |
|
|
2019
Q4 | $14.4K | Hold |
85
| – | – | 0.01% | 723 |
|
|
2019
Q3 | $13.3K | Hold |
85
| – | – | 0.01% | 709 |
|
|
2019
Q2 | $13.2K | Hold |
85
| – | – | 0.01% | 705 |
|
|
2019
Q1 | $12.8K | Buy |
85
+5
| +6% | +$753 | 0.01% | 721 |
|
|
2018
Q4 | $11.1K | Buy |
80
+46
| +135% | +$6.41K | 0.01% | 712 |
|
|
2018
Q3 | $4.48K | Hold |
34
| – | – | ﹤0.01% | 909 |
|
|
2018
Q2 | $3.95K | Hold |
34
| – | – | ﹤0.01% | 946 |
|
|
2018
Q1 | $3.62K | Hold |
34
| – | – | ﹤0.01% | 956 |
|
|
2017
Q4 | $3.47K | Hold |
34
| – | – | ﹤0.01% | 923 |
|
|
2017
Q3 | $3.49K | Hold |
34
| – | – | ﹤0.01% | 908 |
|
|
2017
Q2 | $3.32K | Hold |
34
| – | – | ﹤0.01% | 919 |
|
|
2017
Q1 | $3.32K | Hold |
34
| – | – | ﹤0.01% | 893 |
|
|
2016
Q4 | $3.17K | Hold |
34
| – | – | ﹤0.01% | 893 |
|
|
2016
Q3 | $3.4K | Hold |
34
| – | – | ﹤0.01% | 881 |
|
|
2016
Q2 | $3.63K | Hold |
34
| – | – | ﹤0.01% | 839 |
|
|
2016
Q1 | $3.38K | Buy |
+34
| New | +$3.38K | ﹤0.01% | 832 |
|