SWG
MZTI

Summit Wealth Group’s The Marzetti Company Common Stock MZTI Stock Holding History

Summit Wealth Group’s Portfolio MZTI Stock Details MZTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$431K Buy
2,494
+14
+0.6% +$2.42K 0.11% 69
2025
Q1 		$434K Buy
2,480
+13
+0.5% +$2.28K 0.13% 62
2024
Q4 		$427K Buy
2,467
+14
+0.6% +$2.42K 0.12% 59
2024
Q3 		$433K Buy
2,453
+12
+0.5% +$2.12K 0.12% 58
2024
Q2 		$461K Buy
+2,441
New +$461K 0.14% 56