Triad Wealth Partners’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 | $652K | Sell |
3,775
-3
| -0.1% | -$518 | 0.13% | 119 |
|
|
2025
Q1 | $661K | Buy |
3,778
+24
| +0.6% | +$4.2K | 0.21% | 84 |
|
|
2024
Q4 | $650K | Buy |
+3,754
| New | +$650K | 0.23% | 74 |
|
|
2024
Q3 | – | Sell |
-3,737
| Closed | -$706K | – | 523 |
|
|
2024
Q2 | $706K | Buy |
3,737
+34
| +0.9% | +$6.43K | 0.37% | 30 |
|
|
2024
Q1 | $769K | Buy |
+3,703
| New | +$769K | 0.59% | 23 |
|