JP Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $698K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $2.51M | Buy |
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|
2022
Q2 | $590K | Buy |
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|
2022
Q1 | $677K | Buy |
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|
2021
Q4 | $526K | Sell |
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|
2021
Q3 | $604K | Buy |
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|
2021
Q2 | $456K | Buy |
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|
2021
Q1 | $207K | Sell |
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|
2020
Q4 | $379K | Sell |
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|
2020
Q3 | $392K | Sell |
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|
2020
Q2 | $342K | Buy |
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|
2020
Q1 | $218K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $235K | Sell |
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|
2016
Q4 | $263K | Sell |
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|
2016
Q3 | $272K | Sell |
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|
2016
Q2 | $310K | Sell |
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|
2016
Q1 | $538K | Buy |
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|
2015
Q4 | $554K | Hold |
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|
2015
Q3 | $468K | Hold |
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|
2015
Q2 | $437K | Hold |
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|
2015
Q1 | $457K | Sell |
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|
2014
Q4 | $472K | Sell |
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|
2014
Q3 | $437K | Buy |
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|
2014
Q2 | $482K | Buy |
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|
2014
Q1 | $416K | Buy |
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