EverSource Wealth Advisors’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	$153K	Buy	1,106 +536	+94%	+$85.3K	﹤0.01%	1197
2025 Q4	$93.7K	Buy	570 +25	+5%	+$4.17K	﹤0.01%	1353
2025 Q3	$94.2K	Sell	545 -29	-5%	-$5.2K	﹤0.01%	1315
2025 Q2	$99.2K	Buy	574 +182	+46%	+$31.4K	﹤0.01%	1211
2025 Q1	$68.6K	Buy	392 +13	+3%	+$2.34K	﹤0.01%	1079
2024 Q4	$65.6K	Buy	379 +29	+8%	+$5.31K	﹤0.01%	1064
2024 Q3	$61.8K	Sell	350 -422	-55%	-$77.7K	﹤0.01%	980
2024 Q2	$149K	Buy	772 +28	+4%	+$5.35K	0.01%	662
2024 Q1	$142K	Sell	744 -1	-0.1%	-$190	0.01%	589
2023 Q4	$124K	Buy	745 +13	+2%	+$2.18K	0.01%	573
2023 Q3	$121K	Buy	732 +3	+0.4%	+$540	0.01%	505
2023 Q2	$147K	Buy	729 +6	+0.8%	+$1.22K	0.02%	462
2023 Q1	$147K	Hold	723	–	–	0.02%	442
2022 Q4	$143K	Buy	723 +4	+0.6%	+$760	0.02%	418
2022 Q3	$108K	Buy	+719	New	+$107K	0.02%	409