Chicago Trust’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
Sell
-1,505
Closed -$263K 418
2025
Q1
$263K Hold
1,505
0.05% 304
2024
Q4
$261K Sell
1,505
-380
-20% -$65.8K 0.05% 288
2024
Q3
$333K Buy
1,885
+275
+17% +$48.6K 0.06% 270
2024
Q2
$304K Buy
+1,610
New +$304K 0.06% 236