Summit Financial Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $766K | Sell |
|
|||||
|
2024
Q2 | $951K | Hold |
|
|||||
|
2024
Q1 | $1.04M | Hold |
|
|||||
|
2023
Q4 | $837K | Hold |
|
|||||
|
2023
Q3 | $830K | Buy |
|
|||||
|
2023
Q2 | $905K | Hold |
|
|||||
|
2023
Q1 | $913K | Hold |
|
|||||
|
2022
Q4 | $888K | Buy |
|
|||||
|
2022
Q3 | $663K | Hold |
|
|||||
|
2022
Q2 | $569K | Hold |
|
|||||
|
2022
Q1 | $658K | Hold |
|
|||||
|
2021
Q4 | $731K | Buy |
|
|||||
|
2021
Q3 | $648K | Hold |
|
|||||
|
2021
Q2 | $742K | Buy |
|
|||||
|
2021
Q1 | $579K | Hold |
|
|||||
|
2020
Q4 | $607K | Buy |
|
|||||
|
2020
Q3 | $482K | Hold |
|
|||||
|
2020
Q2 | $418K | Hold |
|
|||||
|
2020
Q1 | $390K | Hold |
|
|||||
|
2019
Q4 | $431K | Buy |
|
|||||
|
2019
Q3 | $300K | Hold |
|
|||||
|
2019
Q2 | $322K | Hold |
|
|||||
|
2019
Q1 | $340K | Hold |
|
|||||
|
2018
Q4 | $383K | Buy |
|