True Wealth Design’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 | $2.73K | Sell |
36
-33
| -48% | -$2.5K | ﹤0.01% | 1050 |
|
|
2025
Q1 | $5.68K | Buy |
69
+55
| +393% | +$4.53K | ﹤0.01% | 648 |
|
|
2024
Q4 | $1.07K | Buy |
14
+6
| +75% | +$458 | ﹤0.01% | 918 |
|
|
2024
Q3 | $659 | Buy |
8
+2
| +33% | +$165 | ﹤0.01% | 1050 |
|
|
2024
Q2 | $426 | Sell |
6
-1
| -14% | -$71 | ﹤0.01% | 679 |
|
|
2024
Q1 | $538 | Buy |
7
+2
| +40% | +$154 | ﹤0.01% | 608 |
|
|
2023
Q4 | $343 | Hold |
5
| – | – | ﹤0.01% | 583 |
|
|
2023
Q3 | $379 | Hold |
5
| – | – | ﹤0.01% | 492 |
|
|
2023
Q2 | $437 | Hold |
5
| – | – | ﹤0.01% | 480 |
|
|
2023
Q1 | $417 | Hold |
5
| – | – | ﹤0.01% | 569 |
|
|
2022
Q4 | $414 | Buy |
+5
| New | +$414 | ﹤0.01% | 506 |
|