WCM Investment Management’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 | $16.9M | Sell |
98,329
-1,145
| -1% | -$197K | 0.04% | 113 |
|
2025
Q1 | $17.4M | Sell |
99,474
-6,117
| -6% | -$1.07M | 0.04% | 93 |
|
2024
Q4 | $18.3M | Sell |
105,591
-5,916
| -5% | -$1.02M | 0.04% | 102 |
|
2024
Q3 | $19.9M | Buy |
111,507
+4,306
| +4% | +$770K | 0.05% | 97 |
|
2024
Q2 | $20.1M | Sell |
107,201
-629
| -0.6% | -$118K | 0.05% | 94 |
|
2024
Q1 | $22.4M | Sell |
107,830
-6,876
| -6% | -$1.43M | 0.05% | 87 |
|
2023
Q4 | $19.1M | Buy |
114,706
+16,496
| +17% | +$2.74M | 0.05% | 98 |
|
2023
Q3 | $16.2M | Buy |
98,210
+398
| +0.4% | +$65.7K | 0.05% | 94 |
|
2023
Q2 | $19.7M | Sell |
97,812
-28
| -0% | -$5.63K | 0.06% | 78 |
|
2023
Q1 | $19.8M | Sell |
97,840
-456
| -0.5% | -$92.5K | 0.06% | 73 |
|
2022
Q4 | $19.4M | Buy |
98,296
+2,641
| +3% | +$521K | 0.06% | 77 |
|
2022
Q3 | $14.5M | Buy |
95,655
+877
| +0.9% | +$133K | 0.05% | 84 |
|
2022
Q2 | $12.3M | Buy |
+94,778
| New | +$12.3M | 0.04% | 102 |
|