Tyler-Stone 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-247
| Closed | -$17.5K | – | 669 |
|
2024
Q2 | $17.5K | Hold |
247
| – | – | 0.01% | 535 |
|
2024
Q1 | $19K | Hold |
247
| – | – | 0.01% | 521 |
|
2023
Q4 | $16.9K | Hold |
247
| – | – | 0.01% | 527 |
|
2023
Q3 | $19K | Hold |
247
| – | – | 0.01% | 489 |
|
2023
Q2 | $22K | Buy |
+247
| New | +$22K | 0.01% | 469 |
|
2022
Q4 | $17K | Hold |
200
| – | – | 0.01% | 467 |
|
2022
Q3 | $14K | Hold |
200
| – | – | 0.01% | 488 |
|
2022
Q2 | $17K | Hold |
200
| – | – | 0.01% | 473 |
|
2022
Q1 | $20K | Hold |
200
| – | – | 0.01% | 470 |
|
2021
Q4 | $19K | Buy |
+200
| New | +$19K | 0.01% | 494 |
|