Lido 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 | $920K | Buy |
+5,327
| New | +$920K | ﹤0.01% | 791 |
|
|
2024
Q3 | – | Sell |
-1,208
| Closed | -$228K | – | 1303 |
|
|
2024
Q2 | $228K | Sell |
1,208
-48
| -4% | -$9.07K | ﹤0.01% | 1112 |
|
|
2024
Q1 | $261K | Sell |
1,256
-328
| -21% | -$68.1K | ﹤0.01% | 1045 |
|
|
2023
Q4 | $264K | Sell |
1,584
-6,174
| -80% | -$1.03M | ﹤0.01% | 985 |
|
|
2023
Q3 | $1.28M | Buy |
+7,758
| New | +$1.28M | 0.01% | 433 |
|