Wealth Enhancement Advisory Services’s McCormick & Company Non-Voting MKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
155,352
+24,042
| +18% | +$1.81M | 0.02% | 583 |
|
|
2025
Q1 | $10.8M | Buy |
131,310
+4,222
| +3% | +$348K | 0.02% | 558 |
|
|
2024
Q4 | $9.69M | Buy |
127,088
+4,894
| +4% | +$373K | 0.02% | 567 |
|
|
2024
Q3 | $10.1M | Sell |
122,194
-5,999
| -5% | -$494K | 0.02% | 511 |
|
|
2024
Q2 | $9.09M | Buy |
128,193
+6,860
| +6% | +$487K | 0.02% | 509 |
|
|
2024
Q1 | $9.32M | Buy |
121,333
+14,641
| +14% | +$1.12M | 0.02% | 500 |
|
|
2023
Q4 | $7.3M | Sell |
106,692
-3,082
| -3% | -$211K | 0.02% | 501 |
|
|
2023
Q3 | $8.3M | Buy |
109,774
+101,236
| +1,186% | +$7.66M | 0.03% | 450 |
|
|
2023
Q2 | $745K | Sell |
8,538
-1,110
| -12% | -$96.8K | 0.01% | 304 |
|
|
2023
Q1 | $803K | Buy |
+9,648
| New | +$803K | 0.01% | 335 |
|
|
2019
Q3 | – | Sell |
-9,761
| Closed | -$1.59M | – | 223 |
|
|
2019
Q2 | $1.59M | Sell |
9,761
-6,769
| -41% | -$1.1M | 0.07% | 111 |
|
|
2019
Q1 | $2.5M | Buy |
+16,530
| New | +$2.5M | 0.14% | 61 |
|