NewEdge 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 | $7.79K | Hold |
45
| – | – | ﹤0.01% | 3279 |
|
|
2025
Q1 | $7.86K | Sell |
45
-2,932
| -98% | -$512K | ﹤0.01% | 3178 |
|
|
2024
Q4 | $515K | Buy |
2,977
+2,931
| +6,372% | +$507K | ﹤0.01% | 1534 |
|
|
2024
Q3 | $8.04K | Buy |
46
+1
| +2% | +$175 | ﹤0.01% | 3008 |
|
|
2024
Q2 | $8.57K | Sell |
45
-26
| -37% | -$4.95K | ﹤0.01% | 2911 |
|
|
2024
Q1 | $14.8K | Sell |
71
-18
| -20% | -$3.75K | ﹤0.01% | 2735 |
|
|
2023
Q4 | $14.8K | Buy |
89
+62
| +230% | +$10.3K | ﹤0.01% | 2696 |
|
|
2023
Q3 | $4.48K | Sell |
27
-2,425
| -99% | -$402K | ﹤0.01% | 2846 |
|
|
2023
Q2 | $493K | Sell |
2,452
-1,088
| -31% | -$219K | 0.01% | 1198 |
|
|
2023
Q1 | $718K | Buy |
3,540
+458
| +15% | +$92.9K | 0.01% | 947 |
|
|
2022
Q4 | $608K | Buy |
3,082
+1,057
| +52% | +$209K | 0.02% | 699 |
|
|
2022
Q3 | $304K | Buy |
+2,025
| New | +$304K | 0.01% | 1200 |
|