Symphony Financial’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 | $314K | Buy |
+3,886
| New | +$314K | 0.04% | 197 |
|
|
2025
Q1 | – | Sell |
-3,511
| Closed | -$261K | – | 167 |
|
|
2024
Q4 | $261K | Sell |
3,511
-2,199
| -39% | -$163K | 0.04% | 192 |
|
|
2024
Q3 | $475K | Buy |
+5,710
| New | +$475K | 0.08% | 147 |
|
|
2023
Q3 | – | Sell |
-3,503
| Closed | -$304K | – | 180 |
|
|
2023
Q2 | $304K | Buy |
3,503
+1
| +0% | +$87 | 0.07% | 151 |
|
|
2023
Q1 | $284K | Sell |
3,502
-499
| -12% | -$40.4K | 0.07% | 177 |
|
|
2022
Q4 | $340K | Sell |
4,001
-2,300
| -37% | -$195K | 0.09% | 161 |
|
|
2022
Q3 | $463K | Buy |
+6,301
| New | +$463K | 0.15% | 142 |
|