Triad 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $493K | Buy |
6,518
+35
| +0.5% | +$2.65K | 0.17% | 50 |
|
|
2023
Q2 | $566K | Buy |
6,483
+2
| +0% | +$174 | 0.23% | 45 |
|
|
2023
Q1 | $539K | Sell |
6,481
-5
| -0.1% | -$416 | 0.23% | 44 |
|
|
2022
Q4 | $538K | Sell |
6,486
-602
| -8% | -$49.9K | 0.24% | 45 |
|
|
2022
Q3 | $505K | Buy |
7,088
+1
| +0% | +$71 | 0.27% | 42 |
|
|
2022
Q2 | $590K | Buy |
7,087
+12
| +0.2% | +$999 | 0.33% | 35 |
|
|
2022
Q1 | $706K | Buy |
7,075
+21
| +0.3% | +$2.1K | 0.38% | 34 |
|
|
2021
Q4 | $681K | Buy |
+7,054
| New | +$681K | 0.4% | 37 |
|