Corient Private Wealth’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 | $247K | Sell |
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|
2025
Q2 | $5.95M | Sell |
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|
2025
Q1 | $6.15M | Sell |
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|
2024
Q4 | $6.23M | Sell |
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|
2024
Q3 | $6.5M | Sell |
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|
2024
Q2 | $7.12M | Sell |
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|
2024
Q1 | $7.87M | Sell |
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|
2023
Q4 | $6.33M | Buy |
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|
2023
Q3 | $6.23M | Buy |
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|
2023
Q2 | $7.46M | Sell |
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|
2023
Q1 | $7.76M | Sell |
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|
2022
Q4 | $8.11M | Buy |
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