Wills Financial Group’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
Q1 | – | Sell |
-17,226
| Closed | -$1.31M | – | 63 |
|
|
2024
Q4 | $1.31M | Sell |
17,226
-2,188
| -11% | -$167K | 0.57% | 37 |
|
|
2024
Q3 | $1.6M | Sell |
19,414
-444
| -2% | -$36.5K | 0.67% | 36 |
|
|
2024
Q2 | $1.41M | Sell |
19,858
-589
| -3% | -$41.8K | 0.65% | 34 |
|
|
2024
Q1 | $1.57M | Buy |
20,447
+1,258
| +7% | +$96.6K | 0.74% | 35 |
|
|
2023
Q4 | $1.31M | Buy |
19,189
+3,723
| +24% | +$255K | 0.66% | 37 |
|
|
2023
Q3 | $1.17M | Buy |
15,466
+3,407
| +28% | +$258K | 0.63% | 38 |
|
|
2023
Q2 | $1.05M | Buy |
12,059
+6,420
| +114% | +$560K | 0.53% | 38 |
|
|
2023
Q1 | $469K | Buy |
+5,639
| New | +$469K | 0.25% | 49 |
|