Creative Planning’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 | $1.91M | Buy |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $841K | Sell |
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|
2024
Q4 | $851K | Buy |
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|
2024
Q3 | $667K | Sell |
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|
2024
Q2 | $782K | Buy |
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|
2024
Q1 | $806K | Buy |
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|
2023
Q4 | $382K | Buy |
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|
2023
Q3 | $270K | Buy |
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|
2023
Q2 | $328K | Buy |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q4 | $249K | Sell |
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|
2022
Q3 | $324K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $221K | Buy |
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|
2021
Q3 | $216K | Hold |
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|
2021
Q2 | $248K | Buy |
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|
2021
Q1 | $222K | Hold |
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|
2020
Q4 | $233K | Buy |
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|
2020
Q3 | $205K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $214K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $0 | Sell |
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|
2017
Q1 | $2K | Hold |
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|
2016
Q4 | $3K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $3K | Buy |
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