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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$813K Buy
2025
Q1
$412K Buy
2024
Q4
$407K Sell
2024
Q3
$831K Buy
2024
Q2
$444K Buy