Integrated Wealth Concepts’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 | $218K | Sell |
1,263
-13
| -1% | -$2.25K | ﹤0.01% | 1719 |
|
|
2025
Q1 | $223K | Hold |
1,276
| – | – | ﹤0.01% | 1568 |
|
|
2024
Q4 | $221K | Buy |
1,276
+7
| +0.6% | +$1.21K | ﹤0.01% | 1547 |
|
|
2024
Q3 | $224K | Sell |
1,269
-168
| -12% | -$29.7K | ﹤0.01% | 1507 |
|
|
2024
Q2 | $271K | Hold |
1,437
| – | – | ﹤0.01% | 1371 |
|
|
2024
Q1 | $298K | Sell |
1,437
-3
| -0.2% | -$622 | ﹤0.01% | 1324 |
|
|
2023
Q4 | $240K | Buy |
+1,440
| New | +$240K | ﹤0.01% | 1378 |
|
|
2023
Q3 | – | Sell |
-1,178
| Closed | -$237K | – | 1592 |
|
|
2023
Q2 | $237K | Buy |
+1,178
| New | +$237K | ﹤0.01% | 1341 |
|