JFS Wealth Advisors’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 | $1.9K | Sell |
11
-3
| -21% | -$518 | ﹤0.01% | 1404 |
|
|
2025
Q1 | $2.45K | Sell |
14
-2
| -13% | -$350 | ﹤0.01% | 1396 |
|
|
2024
Q4 | $2.77K | Buy |
16
+4
| +33% | +$693 | ﹤0.01% | 1348 |
|
|
2024
Q3 | $2.12K | Sell |
12
-1
| -8% | -$177 | ﹤0.01% | 1462 |
|
|
2024
Q2 | $2.46K | Buy |
13
+2
| +18% | +$378 | ﹤0.01% | 1356 |
|
|
2024
Q1 | $2.28K | Sell |
11
-5
| -31% | -$1.04K | ﹤0.01% | 1395 |
|
|
2023
Q4 | $2.66K | Hold |
16
| – | – | ﹤0.01% | 1312 |
|
|
2023
Q3 | $2.64K | Sell |
16
-3
| -16% | -$495 | ﹤0.01% | 1252 |
|
|
2023
Q2 | $3.82K | Sell |
19
-1
| -5% | -$201 | ﹤0.01% | 1128 |
|
|
2023
Q1 | $4.06K | Hold |
20
| – | – | ﹤0.01% | 1078 |
|
|
2022
Q4 | $3.95K | Buy |
20
+1
| +5% | +$197 | ﹤0.01% | 1085 |
|
|
2022
Q3 | $3K | Buy |
19
+12
| +171% | +$1.9K | ﹤0.01% | 1195 |
|
|
2022
Q2 | $1K | Sell |
7
-6
| -46% | -$857 | ﹤0.01% | 1566 |
|
|
2022
Q1 | $2K | Buy |
13
+7
| +117% | +$1.08K | ﹤0.01% | 1438 |
|
|
2021
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1433 |
|