First National Advisers’s The Marzetti Company Common Stock MZTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $425K | Buy |
2,460
+437
| +22% | +$75.5K | 0.06% | 175 |
|
2025
Q1 | $354K | Buy |
+2,023
| New | +$354K | 0.06% | 182 |
|
2024
Q4 | – | Sell |
-1,764
| Closed | -$311K | – | 203 |
|
2024
Q3 | $311K | Buy |
1,764
+273
| +18% | +$48.2K | 0.05% | 193 |
|
2024
Q2 | $282K | Buy |
1,491
+457
| +44% | +$86.4K | 0.05% | 189 |
|
2024
Q1 | $215K | Buy |
+1,034
| New | +$215K | 0.05% | 198 |
|