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Western Pacific Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Western Pacific Wealth Management’s Portfolio MKC Stock Details MKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,700
Closed -$140K – 247
2024
Q3 		$140K Buy
+1,700
New +$133K 0.09% 81
2024
Q1 		– Sell
-300
Closed -$20.5K – 315
2023
Q4 		$20.5K Sell
300
-40
-12% -$2.62K 0.02% 176
2023
Q3 		$25.7K Hold
340
– – 0.02% 174
2023
Q2 		$29.7K Hold
340
– – 0.02% 171
2023
Q1 		$28.3K Hold
340
– – 0.02% 173
2022
Q4 		$28.2K Buy
340
+40
+13% +$3.23K 0.02% 162
2022
Q3 		$21K Hold
300
– – 0.02% 165
2022
Q2 		$24K Hold
300
– – 0.02% 117
2022
Q1 		$29K Buy
300
+100
+50% +$9.78K 0.02% 127
2021
Q4 		$19K Buy
+200
New +$17K 0.01% 154

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