Allworth Financial’s The Marzetti Company Common Stock MZTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $67.4K | Sell |
390
-15
| -4% | -$2.59K | ﹤0.01% | 1762 |
|
2025
Q1 | $77.1K | Buy |
405
+2
| +0.5% | +$381 | ﹤0.01% | 1353 |
|
2024
Q4 | $69.9K | Sell |
403
-5
| -1% | -$867 | ﹤0.01% | 1423 |
|
2024
Q3 | $72K | Hold |
408
| – | – | ﹤0.01% | 1223 |
|
2024
Q2 | $75K | Buy |
408
+19
| +5% | +$3.5K | ﹤0.01% | 1192 |
|
2024
Q1 | $80.8K | Buy |
389
+377
| +3,142% | +$78.3K | ﹤0.01% | 1094 |
|
2023
Q4 | $2K | Sell |
12
-2
| -14% | -$333 | ﹤0.01% | 2683 |
|
2023
Q3 | $2.31K | Sell |
14
-6
| -30% | -$990 | ﹤0.01% | 2466 |
|
2023
Q2 | $4.05K | Hold |
20
| – | – | ﹤0.01% | 2197 |
|
2023
Q1 | $4.07K | Buy |
20
+17
| +567% | +$3.46K | ﹤0.01% | 2123 |
|
2022
Q4 | $592 | Hold |
3
| – | – | ﹤0.01% | 2592 |
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2893 |
|
2021
Q3 | – | Sell |
-41
| Closed | -$8K | – | 1930 |
|
2021
Q2 | $8K | Hold |
41
| – | – | ﹤0.01% | 1102 |
|
2021
Q1 | $7K | Hold |
41
| – | – | ﹤0.01% | 1059 |
|
2020
Q4 | $8K | Hold |
41
| – | – | ﹤0.01% | 886 |
|
2020
Q3 | $7K | Hold |
41
| – | – | ﹤0.01% | 783 |
|
2020
Q2 | $6K | Hold |
41
| – | – | ﹤0.01% | 828 |
|
2020
Q1 | $6K | Buy |
+41
| New | +$6K | ﹤0.01% | 828 |
|