Geneos Wealth Management’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 | $5.36K | Sell |
31
-128
| -81% | -$22.1K | ﹤0.01% | 2557 |
|
|
2025
Q1 | $27.8K | Buy |
159
+96
| +152% | +$16.8K | ﹤0.01% | 2189 |
|
|
2024
Q4 | $10.9K | Hold |
63
| – | – | ﹤0.01% | 2019 |
|
|
2024
Q3 | $11.1K | Buy |
63
+13
| +26% | +$2.3K | ﹤0.01% | 1797 |
|
|
2024
Q2 | $9.45K | Hold |
50
| – | – | ﹤0.01% | 1564 |
|
|
2024
Q1 | $10.4K | Buy |
+50
| New | +$10.4K | ﹤0.01% | 1538 |
|