Arax Advisory Partners’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 | $212K | Buy |
1,225
+55
| +5% | +$9.5K | 0.01% | 631 |
|
|
2025
Q1 | $205K | Buy |
1,170
+11
| +0.9% | +$1.93K | 0.01% | 520 |
|
|
2024
Q4 | $201K | Sell |
1,159
-91
| -7% | -$15.8K | 0.01% | 482 |
|
|
2024
Q3 | $221K | Sell |
1,250
-2
| -0.2% | -$353 | 0.02% | 330 |
|
|
2024
Q2 | $237K | Buy |
1,252
+9
| +0.7% | +$1.7K | 0.02% | 303 |
|
|
2024
Q1 | $258K | Buy |
1,243
+114
| +10% | +$23.7K | 0.03% | 267 |
|
|
2023
Q4 | $188K | Buy |
1,129
+46
| +4% | +$7.65K | 0.02% | 292 |
|
|
2023
Q3 | $179K | Sell |
1,083
-53
| -5% | -$8.75K | 0.02% | 271 |
|
|
2023
Q2 | $229K | Buy |
1,136
+227
| +25% | +$45.7K | 0.03% | 223 |
|
|
2023
Q1 | $184K | Buy |
909
+30
| +3% | +$6.09K | 0.02% | 245 |
|
|
2022
Q4 | $173K | Buy |
879
+50
| +6% | +$9.86K | 0.02% | 249 |
|
|
2022
Q3 | $125K | Buy |
+829
| New | +$125K | 0.02% | 278 |
|