TD Private Client Wealth’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 | $39K | Sell |
226
-9
| -4% | -$1.56K | ﹤0.01% | 882 |
|
2025
Q1 | $41.1K | Buy |
235
+9
| +4% | +$1.58K | ﹤0.01% | 837 |
|
2024
Q4 | $39.1K | Sell |
226
-29
| -11% | -$5.02K | ﹤0.01% | 865 |
|
2024
Q3 | $45K | Sell |
255
-1
| -0.4% | -$177 | ﹤0.01% | 845 |
|
2024
Q2 | $48.4K | Hold |
256
| – | – | ﹤0.01% | 812 |
|
2024
Q1 | $53.2K | Sell |
256
-145
| -36% | -$30.1K | ﹤0.01% | 802 |
|
2023
Q4 | $66.7K | Sell |
401
-70
| -15% | -$11.6K | ﹤0.01% | 769 |
|
2023
Q3 | $77.7K | Buy |
471
+32
| +7% | +$5.28K | ﹤0.01% | 695 |
|
2023
Q2 | $88.3K | Hold |
439
| – | – | ﹤0.01% | 681 |
|
2023
Q1 | $89.1K | Sell |
439
-32
| -7% | -$6.49K | ﹤0.01% | 666 |
|
2022
Q4 | $92.9K | Sell |
471
-11
| -2% | -$2.17K | ﹤0.01% | 634 |
|
2022
Q3 | $72.4K | Buy |
+482
| New | +$72.4K | ﹤0.01% | 666 |
|
2021
Q4 | – | Sell |
-3
| Closed | -$506 | – | 1222 |
|
2021
Q3 | $506 | Hold |
3
| – | – | ﹤0.01% | 1168 |
|
2021
Q2 | $581 | Hold |
3
| – | – | ﹤0.01% | 1166 |
|
2021
Q1 | $526 | Hold |
3
| – | – | ﹤0.01% | 1121 |
|
2020
Q4 | $551 | Hold |
3
| – | – | ﹤0.01% | 1082 |
|
2020
Q3 | $536 | Hold |
3
| – | – | ﹤0.01% | 1028 |
|
2020
Q2 | $465 | Hold |
3
| – | – | ﹤0.01% | 1031 |
|
2020
Q1 | $434 | Hold |
3
| – | – | ﹤0.01% | 980 |
|
2019
Q4 | $480 | Buy |
+3
| New | +$480 | ﹤0.01% | 997 |
|