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 | Automatic Data Processing Inc Common stock | $-201.1K | -990 -2.42% | 39,946 2.36% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $182.4K | +620 +73.81% | 1,460 0.13% of portfolio | low |
| Q1 2026 as of | Trim | Danaher Corp /De Common stock | $-178.8K | -943 -2.02% | 45,782 2.53% of portfolio | low |
| Q1 2026 as of | Add | N07059210 Common stock | $178.3K | +135 +17.20% | 920 0.35% of portfolio | low |
| Q1 2026 as of | Add | Xylem Inc. Common stock | $144.7K | +1K +1.89% | 65,454 2.28% of portfolio | low |
| Q1 2026 as of | Trim | CARRIER GLOBAL Corp Common stock | $-109.8K | -2K -8.05% | 22,285 0.37% of portfolio | low |
| Q1 2026 as of | Trim | Pepsico Inc Common stock | $-108.7K | -700 -11.52% | 5,375 0.24% of portfolio | low |
| Q1 2026 as of | Trim | 80687P106 Common stock | $-84.4K | -2K -0.90% | 171,595 2.72% of portfolio | low |
| Q1 2026 as of | Trim | Visa Inc Common stock | $-54.4K | -180 -13.53% | 1,150 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Applied Materials Inc /De Common stock | $-49.9K | -146 -0.57% | 25,577 2.55% of portfolio | low |
| Q1 2026 as of | Add | Vertex Pharmaceuticals Inc / Ma Common stock | $19.2K | +43 +0.28% | 15,414 2.00% of portfolio | low |