CWM
MZTI

Congress Wealth Management’s The Marzetti Company Common Stock MZTI Stock Holding History

Congress Wealth Management’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 		$813K Buy
4,705
+2,352
+100% +$406K 0.01% 762
2025
Q1 		$412K Buy
2,353
+1
+0% +$175 ﹤0.01% 867
2024
Q4 		$407K Sell
2,352
-2,352
-50% -$407K 0.01% 688
2024
Q3 		$831K Buy
4,704
+2,352
+100% +$415K 0.01% 546
2024
Q2 		$444K Buy
+2,352
New +$444K 0.01% 550