Valmark Advisers’s McCormick & Company Non-Voting MKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Hold |
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|
2025
Q1 | $243K | Hold |
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|
2024
Q4 | $225K | Sell |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $303K | Hold |
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|
2023
Q4 | $270K | Buy |
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|
2023
Q3 | $236K | Sell |
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|
2023
Q2 | $624K | Buy |
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|
2023
Q1 | $594K | Buy |
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|
2022
Q4 | $590K | Sell |
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|
2022
Q3 | $510K | Buy |
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|
2022
Q2 | $593K | Buy |
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|
2022
Q1 | $708K | Buy |
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|
2021
Q4 | $666K | Hold |
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|
2021
Q3 | $559K | Hold |
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|
2021
Q2 | $609K | Sell |
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|
2021
Q1 | $615K | Buy |
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