Creative Financial Designs’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.9K | Sell |
187
-130
| -41% | -$20.7K | ﹤0.01% | 1121 |
|
|
2025
Q4 | $52.1K | Sell |
317
-655
| -67% | -$109K | ﹤0.01% | 852 |
|
|
2025
Q3 | $168K | Sell |
972
-3,290
| -77% | -$590K | 0.01% | 514 |
|
|
2025
Q2 | $736K | Sell |
4,262
-84
| -2% | -$14.5K | 0.05% | 261 |
|
|
2025
Q1 | $760K | Buy |
4,346
+325
| +8% | +$58.6K | 0.06% | 230 |
|
|
2024
Q4 | $696K | Buy |
4,021
+216
| +6% | +$39.5K | 0.06% | 241 |
|
|
2024
Q3 | $672K | Buy |
3,805
+67
| +2% | +$12.3K | 0.06% | 247 |
|
|
2024
Q2 | $706K | Buy |
3,738
+308
| +9% | +$58.8K | 0.06% | 224 |
|
|
2024
Q1 | $712K | Buy |
3,430
+157
| +5% | +$29.9K | 0.07% | 206 |
|
|
2023
Q4 | $545K | Buy |
3,273
+387
| +13% | +$65K | 0.06% | 237 |
|
|
2023
Q3 | $476K | Sell |
2,886
-24
| -0.8% | -$4.32K | 0.06% | 224 |
|
|
2023
Q2 | $585K | Sell |
2,910
-33
| -1% | -$6.69K | 0.07% | 192 |
|
|
2023
Q1 | $597K | Buy |
2,943
+3
| +0.1% | +$584 | 0.08% | 183 |
|
|
2022
Q4 | $580K | Buy |
2,940
+78
| +3% | +$14.8K | 0.09% | 183 |
|
|
2022
Q3 | $430K | Buy |
2,862
+175
| +7% | +$26K | 0.07% | 198 |
|
|
2022
Q2 | $346K | Buy |
2,687
+178
| +7% | +$24.4K | 0.06% | 223 |
|
|
2022
Q1 | $374K | Buy |
2,509
+62
| +3% | +$9.9K | 0.06% | 226 |
|
|
2021
Q4 | $405K | Buy |
2,447
+104
| +4% | +$17K | 0.06% | 214 |
|
|
2021
Q3 | $396K | Buy |
2,343
+64
| +3% | +$11.8K | 0.07% | 208 |
|
|
2021
Q2 | $441K | Buy |
2,279
+81
| +4% | +$15.2K | 0.08% | 195 |
|
|
2021
Q1 | $385K | Buy |
2,198
+5
| +0.2% | +$896 | 0.08% | 194 |
|
|
2020
Q4 | $403K | Sell |
2,193
-26
| -1% | -$4.53K | 0.09% | 171 |
|
|
2020
Q3 | $397K | Buy |
2,219
+38
| +2% | +$6.36K | 0.1% | 158 |
|
|
2020
Q2 | $338K | Buy |
2,181
+710
| +48% | +$103K | 0.1% | 147 |
|
|
2020
Q1 | $213K | Buy |
+1,471
| New | +$223K | 0.11% | 117 |
|
Other funds holding MZTI
VPM
VCM
