EverSource Wealth Advisors’s The Marzetti Company Common Stock MZTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.2K | Buy |
574
+182
| +46% | +$31.4K | ﹤0.01% | 1206 |
|
|
2025
Q1 | $68.6K | Buy |
392
+13
| +3% | +$2.28K | ﹤0.01% | 1078 |
|
|
2024
Q4 | $65.6K | Buy |
379
+29
| +8% | +$5.02K | ﹤0.01% | 1064 |
|
|
2024
Q3 | $61.8K | Sell |
350
-422
| -55% | -$74.5K | ﹤0.01% | 980 |
|
|
2024
Q2 | $149K | Buy |
772
+28
| +4% | +$5.41K | 0.01% | 662 |
|
|
2024
Q1 | $142K | Sell |
744
-1
| -0.1% | -$191 | 0.01% | 589 |
|
|
2023
Q4 | $124K | Buy |
745
+13
| +2% | +$2.16K | 0.01% | 573 |
|
|
2023
Q3 | $121K | Buy |
732
+3
| +0.4% | +$495 | 0.01% | 505 |
|
|
2023
Q2 | $147K | Buy |
729
+6
| +0.8% | +$1.21K | 0.02% | 462 |
|
|
2023
Q1 | $147K | Hold |
723
| – | – | 0.02% | 442 |
|
|
2022
Q4 | $143K | Buy |
723
+4
| +0.6% | +$789 | 0.02% | 418 |
|
|
2022
Q3 | $108K | Buy |
+719
| New | +$108K | 0.02% | 409 |
|