J.W. Coons Advisors’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 | $858K | Sell |
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|
2025
Q1 | $873K | Hold |
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|
2024
Q4 | $864K | Buy |
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|
2024
Q3 | $879K | Buy |
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|
2024
Q2 | $538K | Hold |
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|
2024
Q1 | $591K | Sell |
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|
2023
Q4 | $477K | Hold |
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|
2023
Q3 | $473K | Hold |
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|
2023
Q2 | $577K | Hold |
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|
2023
Q1 | $582K | Sell |
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|
2022
Q4 | $570K | Sell |
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|
2022
Q3 | $441K | Sell |
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|
2022
Q2 | $403K | Hold |
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|
2022
Q1 | $467K | Hold |
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|
2021
Q4 | $518K | Hold |
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|
2021
Q3 | $529K | Hold |
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|
2021
Q2 | $607K | Sell |
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|
2021
Q1 | $572K | Sell |
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|
2020
Q4 | $602K | Hold |
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|
2020
Q3 | $586K | Sell |
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|
2020
Q2 | $570K | Hold |
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|
2020
Q1 | $532K | Buy |
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