Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $746K | Sell |
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|
2025
Q2 | $750K | Sell |
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|
2025
Q1 | $776K | Sell |
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|
2024
Q4 | $851K | Sell |
|
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|
2024
Q3 | $875K | Sell |
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|
2024
Q2 | $945K | Sell |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.4M | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.53M | Sell |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q2 | $1.96M | Hold |
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|
2021
Q1 | $1.96M | Hold |
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|
2020
Q4 | $1.96M | Hold |
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|
2020
Q3 | $1.96M | Hold |
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|
2020
Q2 | $1.96M | Hold |
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|
2020
Q1 | $1.96M | Hold |
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|
2019
Q4 | $1.96M | Hold |
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|
2019
Q3 | $1.96M | Hold |
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|
2019
Q2 | $1.96M | Hold |
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|
2019
Q1 | $1.96M | Buy |
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|
2018
Q4 | $1K | Hold |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $1K | Buy |
|