- New Purchases: UNH,
- Added Positions: BDX, CVX, AMZN, DIS, XLNX, UL, ROK, PYPL, EOG, JNJ, RTX, FTV, ADI, BMY, MRK, UNP,
- Reduced Positions: MMM, AAPL, MA, MSFT, CB, FISV, INTC, GOOGL, NSRGY, DHR, ADP, ATR, V, PG, OZK, ORCL, TXN, ESBA, IDXX, SYY, CAT, CSCO, PEP, ECL, GILD, DE, DOV, NVO,
- Sold Out: IPGP, PAYX, WFC, STT, BMO, SU, AXP, KO, HON, FB, AMT, FDS,
For the details of PUZO MICHAEL J's stock buys and sells, go to https://www.gurufocus.com/guru/puzo+michael+j/current-portfolio/portfolio
These are the top 5 holdings of PUZO MICHAEL J- Apple Inc (AAPL) - 43,734 shares, 5.05% of the total portfolio. Shares reduced by 5.5%
- Mastercard Inc (MA) - 39,257 shares, 4.30% of the total portfolio. Shares reduced by 6%
- Nestle SA (NSRGY) - 90,536 shares, 4.23% of the total portfolio. Shares reduced by 2.58%
- Johnson & Johnson (JNJ) - 67,654 shares, 4.03% of the total portfolio. Shares added by 1.05%
- Procter & Gamble Co (PG) - 78,621 shares, 3.93% of the total portfolio. Shares reduced by 1.05%
Puzo Michael J initiated holding in UnitedHealth Group Inc. The purchase prices were between $194.86 and $305.31, with an estimated average price of $276.19. The stock is now traded at around $287.71. The impact to a portfolio due to this purchase was 0.48%. The holding were 4,205 shares as of .
Added: EOG Resources Inc (EOG)Puzo Michael J added to a holding in EOG Resources Inc by 27.20%. The purchase prices were between $29.76 and $89.29, with an estimated average price of $65.76. The stock is now traded at around $47.71. The impact to a portfolio due to this purchase was 0.05%. The holding were 13,768 shares as of .
Sold Out: IPG Photonics Corp (IPGP)Puzo Michael J sold out a holding in IPG Photonics Corp. The sale prices were between $105.36 and $149.97, with an estimated average price of $131.37.
Sold Out: Wells Fargo & Co (WFC)Puzo Michael J sold out a holding in Wells Fargo & Co. The sale prices were between $25.25 and $53.8, with an estimated average price of $42.87.
Sold Out: Paychex Inc (PAYX)Puzo Michael J sold out a holding in Paychex Inc. The sale prices were between $50.39 and $90.23, with an estimated average price of $80.23.
Sold Out: State Street Corporation (STT)Puzo Michael J sold out a holding in State Street Corporation. The sale prices were between $43.21 and $82.92, with an estimated average price of $69.95.
Sold Out: Bank of Montreal (BMO)Puzo Michael J sold out a holding in Bank of Montreal. The sale prices were between $38.71 and $79.77, with an estimated average price of $68.26.
Sold Out: Suncor Energy Inc (SU)Puzo Michael J sold out a holding in Suncor Energy Inc. The sale prices were between $10.45 and $34.48, with an estimated average price of $26.49.
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