Allworth Financial’s The Marzetti Company MZTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $88.7K | Buy |
641
+164
| +34% | +$26.1K | ﹤0.01% | 1912 |
|
|
2025
Q4 | $78.4K | Buy |
477
+69
| +17% | +$11.5K | ﹤0.01% | 1906 |
|
|
2025
Q3 | $70.5K | Buy |
408
+18
| +5% | +$3.23K | ﹤0.01% | 1887 |
|
|
2025
Q2 | $67.4K | Sell |
390
-15
| -4% | -$2.59K | ﹤0.01% | 1770 |
|
|
2025
Q1 | $77.1K | Buy |
405
+2
| +0.5% | +$361 | ﹤0.01% | 1360 |
|
|
2024
Q4 | $69.9K | Sell |
403
-5
| -1% | -$915 | ﹤0.01% | 1428 |
|
|
2024
Q3 | $72K | Hold |
408
| – | – | ﹤0.01% | 1225 |
|
|
2024
Q2 | $75K | Buy |
408
+19
| +5% | +$3.63K | ﹤0.01% | 1192 |
|
|
2024
Q1 | $80.8K | Buy |
389
+377
| +3,142% | +$71.7K | ﹤0.01% | 1094 |
|
|
2023
Q4 | $2K | Sell |
12
-2
| -14% | -$336 | ﹤0.01% | 2683 |
|
|
2023
Q3 | $2.31K | Sell |
14
-6
| -30% | -$1.08K | ﹤0.01% | 2466 |
|
|
2023
Q2 | $4.05K | Hold |
20
| – | – | ﹤0.01% | 2197 |
|
|
2023
Q1 | $4.07K | Buy |
20
+17
| +567% | +$3.31K | ﹤0.01% | 2123 |
|
|
2022
Q4 | $592 | Hold |
3
| – | – | ﹤0.01% | 2594 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | +$445 | ﹤0.01% | 2895 |
|
|
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 | +$6.22K | ﹤0.01% | 828 |
|
Other funds holding MZTI
VPM
VCM
