Institutions / Puzo Michael J / Activity
Activity — Puzo Michael J
61 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Unitedhealth Group Inc Common stock | $-1.90M | -7K -37.95% | 11,502 0.91% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-1.73M | -6K -7.49% | 74,498 6.24% of portfolio | low |
| Q1 2026 as of | New | Waste Connections Inc Common stock | $1.38M | +9K | 8,525 0.40% of portfolio | low |
| Q1 2026 as of | Trim | RTX Corp Common stock | $-1.27M | -7K -8.53% | 70,659 3.97% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $1.26M | +4K +285.10% | 5,507 0.50% of portfolio | low |
| Q1 2026 as of | New | Nextera Energy Inc Common stock | $1.03M | +11K | 11,115 0.30% of portfolio | low |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-1.03M | -4K -6.41% | 61,208 4.36% of portfolio | low |
| Q1 2026 as of | Add | Uber Technologies, Inc Common stock | $999.3K | +14K +25.40% | 68,577 1.44% of portfolio | low |
| Q1 2026 as of | Trim | Analog Devices Inc Common stock | $-981.8K | -3K -6.01% | 48,251 4.47% of portfolio | low |
| Q1 2026 as of | Trim | Fiserv Inc Common stock | $-955.0K | -17K -28.02% | 43,973 0.71% of portfolio | low |
| Q1 2026 as of | Trim | McCormick & Co Inc Common stock | $-934.0K | -19K -42.54% | 25,009 0.37% of portfolio | low |
| Q1 2026 as of | Trim | Caterpillar Inc Common stock | $-832.4K | -1K -51.09% | 1,125 0.23% of portfolio | low |
| Q1 2026 as of | Trim | Exxon Mobil Corp Common stock | $-791.5K | -5K -12.40% | 32,971 1.63% of portfolio | low |
| Q1 2026 as of | Add | Schwab Charles Corp Common stock | $758.6K | +8K +19.46% | 49,557 1.36% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-650.5K | -3K -3.39% | 72,944 5.39% of portfolio | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $544.5K | +592 +7.20% | 8,816 2.36% of portfolio | low |
| Q1 2026 as of | Trim | Aptargroup, Inc. Common stock | $-476.1K | -4K -5.35% | 66,887 2.45% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $448.4K | +2K +3.75% | 59,578 3.61% of portfolio | low |
| Q1 2026 as of | Trim | 136375102 Common stock | $-443.1K | -4K -7.56% | 52,698 1.58% of portfolio | low |
| Q1 2026 as of | Exit | Ecolab Inc. Common stock | $-439.7K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Walmart Inc. Common stock | $-416.3K | -3K -31.75% | 7,200 0.26% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $413.8K | +1K +9.17% | 16,286 1.43% of portfolio | low |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-398.2K | -797 -3.11% | 24,861 3.62% of portfolio | low |
| Q1 2026 as of | Trim | Advanced Micro Devices Inc Common stock | $-395.9K | -2K -3.46% | 54,267 3.21% of portfolio | low |
| Q1 2026 as of | Trim | Chevron Corp Common stock | $-376.6K | -2K -3.92% | 44,630 2.69% of portfolio | low |
| Q1 2026 as of | Trim | PROCTER & GAMBLE Co Common stock | $-363.6K | -3K -3.58% | 67,752 2.85% of portfolio | low |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-330.3K | -2K -1.74% | 107,071 5.44% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $327.6K | +885 +2.38% | 38,022 4.10% of portfolio | low |
| Q1 2026 as of | Exit | Intel Corp Common stock | $-325.9K | -9K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Salesforce Inc Common stock | $-313.7K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Nucor Corp Common stock | $-293.6K | -2K -100.00% | 0 | low |
| Q1 2026 as of | New | Air Products & Chemicals, Inc. Common stock | $290.5K | +1K | 1,000 0.08% of portfolio | low |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $282.7K | +590 +14.75% | 4,590 0.64% of portfolio | low |
| Q1 2026 as of | Trim | Rockwell Automation Inc Common stock | $-280.6K | -782 -2.91% | 26,085 2.73% of portfolio | low |
| Q1 2026 as of | Exit | 641069406 Common stock | $-277.1K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Idexx Laboratories Inc /De Common stock | $-270.6K | -400 -100.00% | 0 | low |
| Q1 2026 as of | Trim | 759530108 Common stock | $-269.8K | -8K -57.43% | 6,035 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Home Depot, Inc. Common stock | $-266.4K | -810 -3.18% | 24,633 2.36% of portfolio | low |
| Q1 2026 as of | New | Colgate Palmolive Co Common stock | $265.5K | +3K | 3,115 0.08% of portfolio | low |
| Q1 2026 as of | Trim | TJX Cos Inc/The Common stock | $-262.9K | -2K -2.06% | 78,427 3.65% of portfolio | low |
| Q1 2026 as of | New | 13646K108 Common stock | $254.9K | +3K | 3,241 0.07% of portfolio | low |
| Q1 2026 as of | Exit | Sysco Corp Common stock | $-248.7K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Bank OZK Common stock | $-248.0K | -5K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Texas Instruments Inc Common stock | $-234.2K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Deere & Co Common stock | $-225.3K | -400 -27.03% | 1,080 0.18% of portfolio | low |
| Q1 2026 as of | New | Eog Resources Inc Common stock | $222.6K | +2K | 1,540 0.06% of portfolio | low |
| Q1 2026 as of | Exit | Honeywell International Inc Common stock | $-219.1K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Abbott Laboratories Common stock | $-215.6K | -2K -2.24% | 91,841 2.75% of portfolio | low |
| Q1 2026 as of | Add | 922908686 Common stock | $213.3K | +2K +100.00% | 3,400 0.12% of portfolio | low |
| Q1 2026 as of | Trim | Emerson Electric Co Common stock | $-209.6K | -2K -18.63% | 6,987 0.27% of portfolio | low |