Mutual 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 | $207K | Buy |
+1,146
| New | +$207K | 0.01% | 1123 |
|
|
2024
Q3 | – | Sell |
-4,961
| Closed | -$924K | – | 1139 |
|
|
2024
Q2 | $924K | Buy |
4,961
+3,903
| +369% | +$727K | 0.03% | 512 |
|
|
2024
Q1 | $220K | Buy |
+1,058
| New | +$220K | 0.01% | 1003 |
|
|
2023
Q4 | – | Sell |
-1,466
| Closed | -$242K | – | 1046 |
|
|
2023
Q3 | $242K | Sell |
1,466
-77
| -5% | -$12.7K | 0.01% | 859 |
|
|
2023
Q2 | $310K | Sell |
1,543
-1
| -0.1% | -$201 | 0.01% | 798 |
|
|
2023
Q1 | $313K | Buy |
1,544
+309
| +25% | +$62.7K | 0.01% | 761 |
|
|
2022
Q4 | $244K | Buy |
+1,235
| New | +$244K | 0.01% | 808 |
|