Sequoia Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Buy |
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|
2025
Q1 | $447K | Buy |
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|
2024
Q4 | $440K | Sell |
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|
2024
Q3 | $450K | Buy |
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|
2024
Q2 | $480K | Hold |
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|
2024
Q1 | $527K | Hold |
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|
2023
Q4 | $423K | Buy |
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|
2023
Q3 | $419K | Buy |
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|
2023
Q2 | $508K | Buy |
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|
2023
Q1 | $499K | Hold |
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|
2022
Q4 | $486K | Buy |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $318K | Sell |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q4 | $411K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $472K | Sell |
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|
2021
Q1 | $439K | Hold |
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|
2020
Q4 | $460K | Hold |
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|
2020
Q3 | $447K | Hold |
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|
2020
Q2 | $388K | Hold |
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|
2020
Q1 | $362K | Hold |
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|
2019
Q4 | $400K | Hold |
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|
2019
Q3 | $347K | Sell |
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|
2019
Q2 | $381K | Sell |
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|
2019
Q1 | $407K | Buy |
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|
2018
Q4 | $458K | Sell |
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|
2018
Q3 | $389K | Hold |
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|
2018
Q2 | $361K | Sell |
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|
2018
Q1 | $332K | Sell |
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|
2017
Q4 | $362K | Hold |
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|
2017
Q3 | $337K | Sell |
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|
2017
Q2 | $348K | Hold |
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|
2017
Q1 | $365K | Buy |
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|
2016
Q4 | $285K | Hold |
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|
2016
Q3 | $267K | Sell |
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|
2016
Q2 | $277K | Hold |
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|
2016
Q1 | $240K | Buy |
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|
2015
Q4 | $249K | Hold |
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|
2015
Q3 | $210K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $206K | Hold |
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|
2014
Q4 | $203K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $219K | Sell |
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|
2014
Q1 | $239K | Buy |
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