Trueblood Wealth Management’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 | $310K | Buy |
4,089
+23
| +0.6% | +$1.74K | 0.13% | 196 |
|
|
2025
Q1 | $335K | Sell |
4,066
-475
| -10% | -$39.1K | 0.16% | 173 |
|
|
2024
Q4 | $346K | Sell |
4,541
-145
| -3% | -$11.1K | 0.17% | 169 |
|
|
2024
Q3 | $386K | Sell |
4,686
-4
| -0.1% | -$329 | 0.19% | 150 |
|
|
2024
Q2 | $333K | Sell |
4,690
-202
| -4% | -$14.3K | 0.19% | 148 |
|
|
2024
Q1 | $376K | Buy |
4,892
+597
| +14% | +$45.9K | 0.22% | 132 |
|
|
2023
Q4 | $294K | Buy |
+4,295
| New | +$294K | 0.18% | 154 |
|