Global Retirement Partners’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 | $422K | Buy |
+2,445
| New | +$422K | 0.01% | 785 |
|
|
2024
Q4 | $335K | Buy |
1,932
+410
| +27% | +$71K | 0.01% | 760 |
|
|
2024
Q3 | $269K | Buy |
1,522
+770
| +102% | +$136K | 0.01% | 812 |
|
|
2024
Q2 | $142K | Buy |
752
+719
| +2,179% | +$136K | ﹤0.01% | 1028 |
|
|
2024
Q1 | $6.86K | Buy |
33
+4
| +14% | +$832 | ﹤0.01% | 2280 |
|
|
2023
Q4 | $4.98K | Hold |
29
| – | – | ﹤0.01% | 2324 |
|
|
2023
Q3 | $4.82K | Sell |
29
-11
| -28% | -$1.83K | ﹤0.01% | 2204 |
|
|
2023
Q2 | $8.05K | Buy |
40
+4
| +11% | +$805 | ﹤0.01% | 2039 |
|
|
2023
Q1 | $7.67K | Hold |
36
| – | – | ﹤0.01% | 2014 |
|
|
2022
Q4 | $7.11K | Hold |
36
| – | – | ﹤0.01% | 1904 |
|
|
2022
Q3 | $6K | Buy |
36
+19
| +112% | +$3.17K | ﹤0.01% | 1872 |
|
|
2022
Q2 | $2K | Buy |
17
+16
| +1,600% | +$1.88K | ﹤0.01% | 2219 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2706 |
|
|
2019
Q2 | – | Sell |
-18
| Closed | -$3K | – | 1655 |
|
|
2019
Q1 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 1349 |
|