Forte Capital’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
Q2 | $415K | Hold |
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|
2025
Q1 | $420K | Hold |
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|
2024
Q4 | $416K | Hold |
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|
2024
Q3 | $424K | Hold |
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|
2024
Q2 | $454K | Hold |
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|
2024
Q1 | $498K | Sell |
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|
2023
Q4 | $441K | Hold |
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|
2023
Q3 | $437K | Hold |
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|
2023
Q2 | $533K | Sell |
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|
2023
Q1 | $629K | Sell |
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|
2022
Q4 | $618K | Sell |
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|
2022
Q3 | $556K | Hold |
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|
2022
Q2 | $476K | Hold |
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|
2022
Q1 | $613K | Hold |
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|
2021
Q4 | $613K | Hold |
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|
2021
Q3 | $625K | Sell |
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|
2021
Q2 | $755K | Sell |
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|
2021
Q1 | $772K | Sell |
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|
2020
Q4 | $900K | Hold |
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|
2020
Q3 | $876K | Sell |
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|
2020
Q2 | $820K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $258K | Hold |
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|
2017
Q3 | $240K | Hold |
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|
2017
Q2 | $245K | Hold |
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|
2017
Q1 | $258K | Hold |
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|
2016
Q4 | $282K | Hold |
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|
2016
Q3 | $264K | Hold |
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|
2016
Q2 | $255K | Sell |
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|
2016
Q1 | $276K | Hold |
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|
2015
Q4 | $289K | Hold |
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|
2015
Q3 | $244K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $239K | Sell |
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|
2014
Q4 | $277K | Hold |
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|
2014
Q3 | $252K | Buy |
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