Brick & Kyle, Associates historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 17 quarters from 2014-12-31 to 2026-06-30, Brick & Kyle, Associates opened 130 positions, added to 361, reduced 432 and sold out of 81.
- Q3 2015: Stock DIS; Country of operation United States; Class COM DISNEY; Shares before 10,138.
- Q3 2015: Stock MRK; Country of operation United States; Class COM; Shares before 2,621.
- Q3 2015: Stock ABBV; Country of operation United States; Class COM; Shares before 53,190.
- Q3 2015: Stock PM; Country of operation United States; Class COM; Shares before 2,002.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1632253), 17 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-07-02); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-25); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-27); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-05); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-04); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-19); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-14); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-09). 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 2014-12-31. 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, 2018-12-31, 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).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2015 | DIS
DISNEY WALT CO | United States | COM DISNEY | 10,138 | 29,971 | +19,833 | $1,157,000 | $3,063,000 | +$1,906,000 | 2015-10-14 |
|---|
| Q3 2015 | MRK
MERCK & CO INC NEW | United States | COM | 2,621 | 39,741 | +37,120 | $149,000 | $1,963,000 | +$1,814,000 | 2015-10-14 |
|---|
| Q3 2015 | ABBV
ABBVIE INC | United States | COM | 53,190 | 54,025 | +835 | $3,574,000 | $2,940,000 | -$634,000 | 2015-10-14 |
|---|
| Q3 2015 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,002 | 7,724 | +5,722 | $161,000 | $613,000 | +$452,000 | 2015-10-14 |
|---|
| Q3 2015 | MO
ALTRIA GROUP INC | United States | COM | 10,775 | 16,498 | +5,723 | $527,000 | $897,000 | +$370,000 | 2015-10-14 |
|---|
| Q3 2015 | PRU
PRUDENTIAL FINL INC | United States | COM | 32,605 | 32,705 | +100 | $2,854,000 | $2,492,000 | -$362,000 | 2015-10-14 |
|---|
| Q3 2015 | GILD
GILEAD SCIENCES INC | United States | COM | 22,530 | 23,280 | +750 | $2,638,000 | $2,286,000 | -$352,000 | 2015-10-14 |
|---|
| Q3 2015 | CVX
CHEVRON CORP NEW | United States | COM | 16,216 | 16,246 | +30 | $1,564,000 | $1,281,000 | -$283,000 | 2015-10-14 |
|---|
| Q3 2015 | BMY
BRISTOL MYERS SQUIBB CO | United States | COM | 50,206 | 52,184 | +1,978 | $3,341,000 | $3,089,000 | -$252,000 | 2015-10-14 |
|---|
| Q3 2015 | SWKS
SKYWORKS SOLUTIONS INC | United States | COM | 14,870 | 15,555 | +685 | $1,548,000 | $1,310,000 | -$238,000 | 2015-10-14 |
|---|
| Q3 2015 | META
FACEBOOK INC | United States | CL A | 20,715 | 22,390 | +1,675 | $1,777,000 | $2,013,000 | +$236,000 | 2015-10-14 |
|---|
| Q3 2015 | JPM
JPMORGAN CHASE & CO | United States | COM | 39,080 | 40,105 | +1,025 | $2,648,000 | $2,445,000 | -$203,000 | 2015-10-14 |
|---|
| Q3 2015 | XOMXXXX
EXXON MOBIL CORP | | COM | 23,274 | 23,649 | +375 | $1,936,000 | $1,758,000 | -$178,000 | 2015-10-14 |
|---|
| Q3 2015 | MDLZ
MONDELEZ INTL INC | United States | CL A | 1,210 | 5,169 | +3,959 | $50,000 | $216,000 | +$166,000 | 2015-10-14 |
|---|
| Q3 2015 | T
AT&T INC | United States | COM | 64,196 | 65,037 | +841 | $2,280,000 | $2,119,000 | -$161,000 | 2015-10-14 |
|---|
| Q3 2015 | ET
ENERGY TRANSFER EQUITY L P | United States | COM UT LTD PTN | 5,800 | 10,400 | +4,600 | $372,000 | $216,000 | -$156,000 | 2015-10-14 |
|---|
| Q3 2015 | SO
SOUTHERN CO | United States | COM | 41,571 | 41,896 | +325 | $1,742,000 | $1,873,000 | +$131,000 | 2015-10-14 |
|---|
| Q3 2015 | V
VISA INC | United States | COM CL A | 22,476 | 23,031 | +555 | $1,509,000 | $1,604,000 | +$95,000 | 2015-10-14 |
|---|
| Q3 2015 | PG
PROCTER & GAMBLE CO | United States | COM | 14,014 | 14,024 | +10 | $1,096,000 | $1,009,000 | -$87,000 | 2015-10-14 |
|---|
| Q3 2015 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 34,798 | 35,398 | +600 | $1,622,000 | $1,540,000 | -$82,000 | 2015-10-14 |
|---|
| Q3 2015 | JNJ
JOHNSON & JOHNSON | United States | COM | 22,684 | 23,006 | +322 | $2,211,000 | $2,148,000 | -$63,000 | 2015-10-14 |
|---|
| Q3 2015 | UAA
UNDER ARMOUR INC | United States | CL A | 2,824 | 3,024 | +200 | $236,000 | $293,000 | +$57,000 | 2015-10-14 |
|---|
| Q3 2015 | BAC
BANK AMER CORP | United States | COM | 19,344 | 24,586 | +5,242 | $329,000 | $383,000 | +$54,000 | 2015-10-14 |
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| Q3 2015 | PEG
PUBLIC SVC ENTERPRISE GROUP | United States | COM | 3,550 | 4,422 | +872 | $139,000 | $186,000 | +$47,000 | 2015-10-14 |
|---|
| Q3 2015 | ORCL
ORACLE CORP | United States | COM | 600 | 1,681 | +1,081 | $24,000 | $61,000 | +$37,000 | 2015-10-14 |
|---|
| Q3 2015 | NFLX
NETFLIX INC | United States | COM | 77 | 839 | +762 | $51,000 | $87,000 | +$36,000 | 2015-10-14 |
|---|
| Q3 2015 | GIS
GENERAL MLS INC | United States | COM | 800 | 1,400 | +600 | $45,000 | $79,000 | +$34,000 | 2015-10-14 |
|---|
| Q3 2015 | AMZN
AMAZON COM INC | United States | COM | 30 | 85 | +55 | $13,000 | $44,000 | +$31,000 | 2015-10-14 |
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| Q3 2015 | RCL
ROYAL CARIBBEAN CRUISES LTD | United States | COM | 283 | 583 | +300 | $22,000 | $52,000 | +$30,000 | 2015-10-14 |
|---|
| Q3 2015 | NKE
NIKE INC | United States | CL B | 300 | 500 | +200 | $32,000 | $61,000 | +$29,000 | 2015-10-14 |
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| Q3 2015 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 2,319 | 2,404 | +85 | $377,000 | $349,000 | -$28,000 | 2015-10-14 |
|---|
| Q3 2015 | KMB
KIMBERLY CLARK CORP | United States | COM | 5,550 | 5,650 | +100 | $588,000 | $616,000 | +$28,000 | 2015-10-14 |
|---|
| Q3 2015 | HD
HOME DEPOT INC | United States | COM | 2,000 | 2,150 | +150 | $222,000 | $248,000 | +$26,000 | 2015-10-14 |
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| Q3 2015 | HONZZZZ
HONEYWELL INTL INC | | COM | 6,989 | 7,784 | +795 | $713,000 | $737,000 | +$24,000 | 2015-10-14 |
|---|
| Q3 2015 | WM
WASTE MGMT INC DEL | United States | COM | 2,600 | 2,900 | +300 | $121,000 | $144,000 | +$23,000 | 2015-10-14 |
|---|
| Q3 2015 | MSFT
MICROSOFT CORP | United States | COM | 8,673 | 9,143 | +470 | $383,000 | $405,000 | +$22,000 | 2015-10-14 |
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| Q3 2015 | CSCO
CISCO SYS INC | United States | COM | 3,800 | 4,740 | +940 | $104,000 | $124,000 | +$20,000 | 2015-10-14 |
|---|
| Q3 2015 | COP
CONOCOPHILLIPS | United States | COM | 2,250 | 2,450 | +200 | $138,000 | $118,000 | -$20,000 | 2015-10-14 |
|---|
| Q3 2015 | PFE
PFIZER INC | United States | COM | 9,729 | 10,925 | +1,196 | $326,000 | $343,000 | +$17,000 | 2015-10-14 |
|---|
| Q3 2015 | INTC
INTEL CORP | United States | COM | 1,357 | 1,847 | +490 | $41,000 | $56,000 | +$15,000 | 2015-10-14 |
|---|
| Q3 2015 | PEP
PEPSICO INC | United States | COM | 5,198 | 5,294 | +96 | $485,000 | $499,000 | +$14,000 | 2015-10-14 |
|---|
| Q3 2015 | CMCSA
COMCAST CORP NEW | United States | CL A | 1,351 | 1,661 | +310 | $81,000 | $94,000 | +$13,000 | 2015-10-14 |
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| Q3 2015 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 981 | 1,119 | +138 | $134,000 | $146,000 | +$12,000 | 2015-10-14 |
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| Q3 2015 | NEE
NEXTERA ENERGY INC | United States | COM | 3,525 | 3,655 | +130 | $346,000 | $357,000 | +$11,000 | 2015-10-14 |
|---|
| Q3 2015 | C
CITIGROUP INC | United States | COM NEW | 810 | 1,106 | +296 | $45,000 | $55,000 | +$10,000 | 2015-10-14 |
|---|
| Q3 2015 | CVS
CVS HEALTH CORP | United States | COM | 400 | 500 | +100 | $42,000 | $48,000 | +$6,000 | 2015-10-14 |
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| Q3 2015 | WFC
WELLS FARGO & CO NEW | United States | COM | 2,500 | 2,850 | +350 | $141,000 | $146,000 | +$5,000 | 2015-10-14 |
|---|
| Q3 2015 | CL
COLGATE PALMOLIVE CO | United States | COM | 727 | 827 | +100 | $48,000 | $52,000 | +$4,000 | 2015-10-14 |
|---|
| Q3 2015 | OXY
OCCIDENTAL PETE CORP DEL | United States | COM | 500 | 625 | +125 | $39,000 | $41,000 | +$2,000 | 2015-10-14 |
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