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PUZO MICHAEL J Historic Quarter Change: USA Other Stocks, Sold Out

PUZO MICHAEL J historic quarter change: USA Other Stocks, Sold out

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 25 quarters from 2012-12-31 to 2026-06-30, PUZO MICHAEL J opened 26 positions, added to 79, reduced 71 and sold out of 38.

  • Q4 2024: Stock APTIV PLC; Country of operation —; Class COM; Shares before 6,760.
  • Q3 2016: Stock JOHNSON CONTROLS; Country of operation —; Class Common Stock; Shares before 26,685.
  • Q3 2016: Stock E M C CORP MASS; Country of operation —; Class Common Stock; Shares before 17,165.
  • Q2 2016: Stock MONSANTO; Country of operation —; Class Common Stock; Shares before 3,910.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1053914), 25 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-16); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-08); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-27); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-10); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-22); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-24); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-24); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-30); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-05-28); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-18); Q2 2013 (2013-03-31 to 2013-06-30, filed 2013-08-19); Q1 2013 (2012-12-31 to 2013-03-31, filed 2013-08-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2000-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2024APTIV PLC
CUSIP G6095L109
COM6,7600-6,760$486,787$0-$486,7872025-02-13
Q3 2016JOHNSON CONTROLS
CUSIP 478366107
Common Stock26,6850-26,685$1,183,000$0-$1,183,0002016-11-16
Q3 2016E M C CORP MASS
CUSIP 268648102
Common Stock17,1650-17,165$467,000$0-$467,0002016-11-16
Q2 2016MONSANTO
CUSIP 61166W101
Common Stock3,9100-3,910$344,000$0-$344,0002016-08-08
Q2 2016BERKSHIRE HATHAWAY CL A
CUSIP 084670108
United StatesCommon Stock10-1$213,000$0-$213,0002016-08-08
Q1 2016ACE LIMITED
CUSIP H0023R105
Common Stock12,6050-12,605$1,473,000$0-$1,473,0002016-05-27
Q1 2016WALGREEN BOOTS ALLIANCE INC
CUSIP 931427108
United StatesCommon Stock2,3350-2,335$199,000$0-$199,0002016-05-27
Q4 2015SIX FLAGS ENTERTAINMENT
CUSIP 83001A102
United StatesCommon Stock22,6080-22,608$1,035,000$0-$1,035,0002016-02-12
Q4 2015ISIS PHARMACEUTICAL
CUSIP 464330109
Common Stock13,4500-13,450$544,000$0-$544,0002016-02-12
Q4 2015DUNKIN BRANDS GROUP
CUSIP 265504100
Common Stock8,9100-8,910$437,000$0-$437,0002016-02-12
Q4 2015ANSYS INC
CUSIP 03662Q105
United StatesCommon Stock2,1250-2,125$187,000$0-$187,0002016-02-12
Q4 2015CELGENE CORP
CUSIP 151020104
Common Stock9370-937$101,000$0-$101,0002016-02-12
Q4 2015HEWLETT PACKARD
CUSIP 428236103
Common Stock1,8750-1,875$48,000$0-$48,0002016-02-12
Q4 2015EXPRESS SCRIPTS
CUSIP 30219G108
Common Stock5800-580$47,000$0-$47,0002016-02-12
Q4 2015STERICYCLE
CUSIP 858912108
United StatesCommon Stock3060-306$43,000$0-$43,0002016-02-12
Q4 2015HMS HOLDINGS CORP
CUSIP 40425J101
Common Stock3,8350-3,835$34,000$0-$34,0002016-02-12
Q4 2015CONCHO RESOURCES
CUSIP 20605P101
Common Stock100-10$1,000$0-$1,0002016-02-12
Q4 2015HARMAN INT'L IND
CUSIP 413086109
Common Stock100-10$1,000$0-$1,0002016-02-12
Q3 2015GOOGLE INC CL A
CUSIP 38259P508
Common Stock2,3950-2,395$1,294,000$0-$1,294,0002015-11-13
Q3 2015NATIONAL GRID PLC
CUSIP 636274300
Common Stock3,4300-3,430$221,000$0-$221,0002015-11-13
Q3 2015BERKSHIRE HATHAWAY CL A
CUSIP 084670108
United StatesCommon Stock10-1$205,000$0-$205,0002015-11-13
Q3 2015GOOGLE INC
CUSIP 38259P706
Common Stock2440-244$127,000$0-$127,0002015-11-13
Q3 2015BLACKROCK INC
CUSIP 09247X101
United StatesCommon Stock200-20$7,000$0-$7,0002015-11-13
Q3 2015CDK GLOBAL
CUSIP 12508E101
Common Stock60-6$0$0$02015-11-13
Q2 2015PRECISION CASTPARTS
CUSIP 740189105
Common Stock8750-875$184,000$0-$184,0002015-08-10
Q2 2015APACHE
CUSIP 037411105
Common Stock1,9390-1,939$117,000$0-$117,0002015-08-10
Q1 2015CDK GLOBAL
CUSIP 12508E101
Common Stock16,2580-16,258$662,000$0-$662,0002015-05-22
Q1 2015COVIDIEN
CUSIP G2554F113
Common Stock2,0100-2,010$206,000$0-$206,0002015-05-22
Q4 2014GLAXOSMITHKLINE PLC ADR
CUSIP 37733W105
Common Stock23,8630-23,863$1,097,000$0-$1,097,0002015-02-13
Q2 2014LABORATORY CORP AMER
CUSIP 50540R409
United StatesCommon Stock5,5200-5,520$541,000$0-$541,0002014-07-24
Q1 2014DOW CHEMICAL
CUSIP 260543103
United StatesCommon Stock6,7250-6,725$299,000$0-$299,0002014-05-30
Q1 2014TOTAL S.A. SPONSORED ADR
CUSIP 89151E109
Common Stock4,5940-4,594$282,000$0-$282,0002014-05-30
Q4 2013PERRIGO CO
CUSIP 714290103
Common Stock9,0200-9,020$1,113,000$0-$1,113,0002014-05-28
Q3 2013ENCANA
CUSIP 292505104
Common Stock30,1110-30,111$510,000$0-$510,0002013-11-18
Q3 2013LIFE TECHNOLOGIES
CUSIP 53217V109
Common Stock6,7750-6,775$502,000$0-$502,0002013-11-18
Q3 2013CREE INC
CUSIP 225447101
Common Stock4,3250-4,325$276,000$0-$276,0002013-11-18
Q1 2013TOTAL S.A. SPONSORED ADR
CUSIP 89151E109
Common Stock4,0000-4,000$208,000$0-$208,0002013-08-16
Q1 2013MAXWELL TECHNOLOGIES
CUSIP 577767106
Common Stock12,6000-12,600$104,000$0-$104,0002013-08-16

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