Comprehensive Financial Consultants Institutional’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,098
| Closed | -$207K | – | 170 |
|
|
2024
Q2 | $207K | Hold |
1,098
| – | – | 0.08% | 156 |
|
|
2024
Q1 | $228K | Buy |
+1,098
| New | +$228K | 0.09% | 148 |
|
|
2023
Q3 | – | Sell |
-1,098
| Closed | -$205K | – | 160 |
|
|
2023
Q2 | $205K | Hold |
1,098
| – | – | 0.11% | 161 |
|
|
2023
Q1 | $223K | Hold |
1,098
| – | – | 0.13% | 150 |
|
|
2022
Q4 | $215K | Buy |
+1,098
| New | +$215K | 0.13% | 145 |
|
|
2022
Q1 | – | Sell |
-1,098
| Closed | -$184K | – | 330 |
|
|
2021
Q4 | $184K | Buy |
+1,098
| New | +$184K | 0.12% | 163 |
|