Cassaday & Co Wealth Management’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 | $346K | Hold |
2,002
| – | – | 0.01% | 249 |
|
2025
Q1 | $350K | Hold |
2,002
| – | – | 0.01% | 232 |
|
2024
Q4 | $347K | Hold |
2,002
| – | – | 0.01% | 236 |
|
2024
Q3 | $353K | Hold |
2,002
| – | – | 0.01% | 216 |
|
2024
Q2 | $378K | Hold |
2,002
| – | – | 0.01% | 203 |
|
2024
Q1 | $416K | Hold |
2,002
| – | – | 0.01% | 189 |
|
2023
Q4 | $333K | Hold |
2,002
| – | – | 0.01% | 191 |
|
2023
Q3 | $330K | Hold |
2,002
| – | – | 0.01% | 179 |
|
2023
Q2 | $403K | Hold |
2,002
| – | – | 0.02% | 170 |
|
2023
Q1 | $406K | Hold |
2,002
| – | – | 0.02% | 172 |
|
2022
Q4 | $395K | Buy |
+2,002
| New | +$395K | 0.02% | 169 |
|