Doyle Wealth Management historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 22 quarters from 2017-03-31 to 2022-09-30, Doyle Wealth Management opened 799 positions, added to 1,313, reduced 975 and sold out of 756.
- Q3 2022: Stock COST; Country of operation United States; Class COM; Shares before 27,922.
- Q3 2022: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 12,844.
- Q3 2022: Stock PKG; Country of operation United States; Class COM; Shares before 117,197.
- Q3 2022: Stock PG; Country of operation United States; Class COM; Shares before 124,408.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1698219), 22 quarters: Q3 2022 (2022-06-30 to 2022-09-30, filed 2022-11-15); Q2 2022 (2022-03-31 to 2022-06-30, filed 2022-08-10); Q1 2022 (2021-12-31 to 2022-03-31, filed 2022-05-13); Q4 2021 (2021-09-30 to 2021-12-31, filed 2022-02-11); Q3 2021 (2021-06-30 to 2021-09-30, filed 2021-11-12); Q2 2021 (2021-03-31 to 2021-06-30, filed 2021-08-03); Q1 2021 (2020-12-31 to 2021-03-31, filed 2021-05-07); Q4 2020 (2020-09-30 to 2020-12-31, filed 2021-02-04); Q3 2020 (2020-06-30 to 2020-09-30, filed 2020-11-13); Q2 2020 (2020-03-31 to 2020-06-30, filed 2020-08-06); Q1 2020 (2019-12-31 to 2020-03-31, filed 2020-04-29); Q4 2019 (2019-09-30 to 2019-12-31, filed 2020-02-11); Q3 2019 (2019-06-30 to 2019-09-30, filed 2019-11-05); Q2 2019 (2019-03-31 to 2019-06-30, filed 2019-08-15); Q1 2019 (2018-12-31 to 2019-03-31, filed 2019-05-13); Q4 2018 (2018-09-30 to 2018-12-31, filed 2019-02-08); Q3 2018 (2018-06-30 to 2018-09-30, filed 2018-11-08); Q2 2018 (2018-03-31 to 2018-06-30, filed 2018-08-08); Q1 2018 (2017-12-31 to 2018-03-31, filed 2018-05-11); Q4 2017 (2017-09-30 to 2017-12-31, filed 2018-02-07); Q3 2017 (2017-06-30 to 2017-09-30, filed 2017-10-25); Q2 2017 (2017-03-31 to 2017-06-30, filed 2017-07-20). 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 2017-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q3 2022 | COST COSTCO WHSL CORP NEW | United States | COM | 27,922 | 45,098 | +17,176 | $13,382,000 | $21,298,000 | +$7,916,000 | 2022-11-15 |
| Q3 2022 | GOOGL ALPHABET INC | United States | CAP STK CL A | 12,844 | 255,889 | +243,045 | $27,991,000 | $24,476,000 | -$3,515,000 | 2022-11-15 |
| Q3 2022 | PKG PACKAGING CORP AMER | United States | COM | 117,197 | 117,762 | +565 | $16,115,000 | $13,224,000 | -$2,891,000 | 2022-11-15 |
| Q3 2022 | PG PROCTER AND GAMBLE CO | United States | COM | 124,408 | 124,602 | +194 | $17,889,000 | $15,731,000 | -$2,158,000 | 2022-11-15 |
| Q3 2022 | TJX TJX COS INC NEW | United States | COM | 265,448 | 267,471 | +2,023 | $14,825,000 | $16,615,000 | +$1,790,000 | 2022-11-15 |
| Q3 2022 | AMZN AMAZON COM INC | United States | COM | 229,557 | 231,527 | +1,970 | $24,381,000 | $26,163,000 | +$1,782,000 | 2022-11-15 |
| Q3 2022 | RTX RAYTHEON TECHNOLOGIES CORP | United States | COM | 133,207 | 135,538 | +2,331 | $12,802,000 | $11,095,000 | -$1,707,000 | 2022-11-15 |
| Q3 2022 | AMT AMERICAN TOWER CORP NEW | United States | COM | 41,154 | 41,226 | +72 | $10,518,000 | $8,851,000 | -$1,667,000 | 2022-11-15 |
| Q3 2022 | WMT WALMART INC | United States | COM | 193,351 | 193,948 | +597 | $23,508,000 | $25,155,000 | +$1,647,000 | 2022-11-15 |
| Q3 2022 | ZTS ZOETIS INC | United States | CL A | 62,235 | 63,191 | +956 | $10,698,000 | $9,371,000 | -$1,327,000 | 2022-11-15 |
| Q3 2022 | CRM SALESFORCE INC | United States | COM | 80,692 | 83,393 | +2,701 | $13,317,000 | $11,995,000 | -$1,322,000 | 2022-11-15 |
| Q3 2022 | SPGI S&P GLOBAL INC | United States | COM | 39,943 | 39,944 | +1 | $13,463,000 | $12,197,000 | -$1,266,000 | 2022-11-15 |
| Q3 2022 | ABT ABBOTT LABS | United States | COM | 103,645 | 104,077 | +432 | $11,261,000 | $10,071,000 | -$1,190,000 | 2022-11-15 |
| Q3 2022 | JPM JPMORGAN CHASE & CO | United States | COM | 172,878 | 174,987 | +2,109 | $19,468,000 | $18,286,000 | -$1,182,000 | 2022-11-15 |
| Q3 2022 | ABBV ABBVIE INC | United States | COM | 34,116 | 34,715 | +599 | $5,225,000 | $4,659,000 | -$566,000 | 2022-11-15 |
| Q3 2022 | WMB WILLIAMS COS INC | United States | COM | 279,855 | 290,301 | +10,446 | $8,734,000 | $8,311,000 | -$423,000 | 2022-11-15 |
| Q3 2022 | AMAT APPLIED MATLS INC | United States | COM | 50,146 | 50,713 | +567 | $4,562,000 | $4,155,000 | -$407,000 | 2022-11-15 |
| Q3 2022 | INTC INTEL CORP | United States | COM | 32,637 | 32,666 | +29 | $1,221,000 | $842,000 | -$379,000 | 2022-11-15 |
| Q3 2022 | DLR DIGITAL RLTY TR INC | United States | COM | 13,320 | 13,699 | +379 | $1,729,000 | $1,359,000 | -$370,000 | 2022-11-15 |
| Q3 2022 | GOOG ALPHABET INC | United States | CAP STK CL C | 1,337 | 26,597 | +25,260 | $2,926,000 | $2,557,000 | -$369,000 | 2022-11-15 |
| Q3 2022 | KO COCA COLA CO | United States | COM | 50,783 | 50,833 | +50 | $3,195,000 | $2,848,000 | -$347,000 | 2022-11-15 |
| Q3 2022 | GPC GENUINE PARTS CO | United States | COM | 14,330 | 14,354 | +24 | $1,906,000 | $2,143,000 | +$237,000 | 2022-11-15 |
| Q3 2022 | IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 9,692 | 9,762 | +70 | $1,368,000 | $1,160,000 | -$208,000 | 2022-11-15 |
| Q3 2022 | GSG ISHARES S&P GSCI COMMODITY- | United States | UNIT BEN INT | 83,175 | 83,442 | +267 | $1,921,000 | $1,717,000 | -$204,000 | 2022-11-15 |
| Q3 2022 | TSLA TESLA INC | United States | COM | 1,435 | 4,352 | +2,917 | $966,000 | $1,154,000 | +$188,000 | 2022-11-15 |
| Q3 2022 | XOMXXXX EXXON MOBIL CORP | COM | 79,076 | 79,704 | +628 | $6,772,000 | $6,959,000 | +$187,000 | 2022-11-15 | |
| Q3 2022 | NVDA NVIDIA CORPORATION | United States | COM | 6,164 | 6,217 | +53 | $934,000 | $755,000 | -$179,000 | 2022-11-15 |
| Q3 2022 | MA MASTERCARD INCORPORATED | United States | CL A | 5,291 | 5,324 | +33 | $1,669,000 | $1,514,000 | -$155,000 | 2022-11-15 |
| Q3 2022 | SO SOUTHERN CO | United States | COM | 46,773 | 46,940 | +167 | $3,335,000 | $3,192,000 | -$143,000 | 2022-11-15 |
| Q3 2022 | HONZZZZ HONEYWELL INTL INC | COM | 19,675 | 19,708 | +33 | $3,420,000 | $3,291,000 | -$129,000 | 2022-11-15 | |
| Q3 2022 | KMB KIMBERLY-CLARK CORP | United States | COM | 5,952 | 6,033 | +81 | $804,000 | $679,000 | -$125,000 | 2022-11-15 |
| Q3 2022 | LMT LOCKHEED MARTIN CORP | United States | COM | 2,604 | 2,621 | +17 | $1,120,000 | $1,012,000 | -$108,000 | 2022-11-15 |
| Q3 2022 | GS GOLDMAN SACHS GROUP INC | United States | COM | 43,693 | 43,921 | +228 | $12,978,000 | $12,871,000 | -$107,000 | 2022-11-15 |
| Q3 2022 | DUK DUKE ENERGY CORP NEW | United States | COM NEW | 8,841 | 9,089 | +248 | $948,000 | $845,000 | -$103,000 | 2022-11-15 |
| Q3 2022 | CVX CHEVRON CORP NEW | United States | COM | 89,251 | 89,263 | +12 | $12,922,000 | $12,824,000 | -$98,000 | 2022-11-15 |
| Q3 2022 | TD TORONTO DOMINION BK ONT | COM NEW | 23,864 | 24,089 | +225 | $1,565,000 | $1,477,000 | -$88,000 | 2022-11-15 | |
| Q3 2022 | MDT MEDTRONIC PLC | Ireland | SHS | 9,457 | 9,731 | +274 | $849,000 | $786,000 | -$63,000 | 2022-11-15 |
| Q3 2022 | T AT&T INC | United States | COM | 12,265 | 12,741 | +476 | $257,000 | $195,000 | -$62,000 | 2022-11-15 |
| Q3 2022 | AEP AMERICAN ELEC PWR CO INC | United States | COM | 7,609 | 7,753 | +144 | $730,000 | $670,000 | -$60,000 | 2022-11-15 |
| Q3 2022 | D DOMINION ENERGY INC | United States | COM | 5,303 | 5,311 | +8 | $423,000 | $367,000 | -$56,000 | 2022-11-15 |
| Q3 2022 | CSCO CISCO SYS INC | United States | COM | 42,365 | 43,885 | +1,520 | $1,806,000 | $1,755,000 | -$51,000 | 2022-11-15 |
| Q3 2022 | LHX L3HARRIS TECHNOLOGIES INC | United States | COM | 1,558 | 1,566 | +8 | $377,000 | $326,000 | -$51,000 | 2022-11-15 |
| Q3 2022 | BA BOEING CO | United States | COM | 3,116 | 3,123 | +7 | $426,000 | $378,000 | -$48,000 | 2022-11-15 |
| Q3 2022 | LOW LOWES COS INC | United States | COM | 3,582 | 3,586 | +4 | $626,000 | $674,000 | +$48,000 | 2022-11-15 |
| Q3 2022 | WPC WP CAREY INC | United States | COM | 4,184 | 4,298 | +114 | $347,000 | $300,000 | -$47,000 | 2022-11-15 |
| Q3 2022 | FDS FACTSET RESH SYS INC | United States | COM | 2,979 | 2,980 | +1 | $1,146,000 | $1,192,000 | +$46,000 | 2022-11-15 |
| Q3 2022 | USB US BANCORP DEL | United States | COM NEW | 7,496 | 7,507 | +11 | $345,000 | $303,000 | -$42,000 | 2022-11-15 |
| Q3 2022 | CVS CVS HEALTH CORP | United States | COM | 2,954 | 3,262 | +308 | $274,000 | $311,000 | +$37,000 | 2022-11-15 |
| Q3 2022 | TGT TARGET CORP | United States | COM | 4,119 | 4,165 | +46 | $582,000 | $618,000 | +$36,000 | 2022-11-15 |
| Q3 2022 | ORCL ORACLE CORP | United States | COM | 4,044 | 4,058 | +14 | $283,000 | $248,000 | -$35,000 | 2022-11-15 |
| Q3 2022 | WBD WARNER BROS DISCOVERY INC | United States | COM SER A | 18,869 | 18,940 | +71 | $253,000 | $218,000 | -$35,000 | 2022-11-15 |
| Q3 2022 | TRV TRAVELERS COMPANIES INC | United States | COM | 2,184 | 2,195 | +11 | $369,000 | $336,000 | -$33,000 | 2022-11-15 |
| Q3 2022 | VLO VALERO ENERGY CORP | United States | COM | 17,500 | 17,684 | +184 | $1,860,000 | $1,890,000 | +$30,000 | 2022-11-15 |
| Q3 2022 | ED CONSOLIDATED EDISON INC | United States | COM | 3,061 | 3,065 | +4 | $291,000 | $263,000 | -$28,000 | 2022-11-15 |
| Q3 2022 | ETN EATON CORP PLC | SHS | 2,711 | 2,777 | +66 | $342,000 | $370,000 | +$28,000 | 2022-11-15 | |
| Q3 2022 | MCK MCKESSON CORP | United States | COM | 1,249 | 1,279 | +30 | $407,000 | $435,000 | +$28,000 | 2022-11-15 |
| Q3 2022 | CMI CUMMINS INC | United States | COM | 1,670 | 1,722 | +52 | $323,000 | $350,000 | +$27,000 | 2022-11-15 |
| Q3 2022 | INGR INGREDION INC | United States | COM | 3,594 | 3,609 | +15 | $317,000 | $291,000 | -$26,000 | 2022-11-15 |
| Q3 2022 | SNA SNAP ON INC | United States | COM | 5,269 | 5,280 | +11 | $1,038,000 | $1,063,000 | +$25,000 | 2022-11-15 |
| Q3 2022 | AXP AMERICAN EXPRESS CO | United States | COM | 6,085 | 6,096 | +11 | $844,000 | $822,000 | -$22,000 | 2022-11-15 |
| Q3 2022 | PM PHILIP MORRIS INTL INC | United States | COM | 4,308 | 4,861 | +553 | $425,000 | $403,000 | -$22,000 | 2022-11-15 |
| Q3 2022 | TFC TRUIST FINL CORP | United States | COM | 6,296 | 6,365 | +69 | $299,000 | $277,000 | -$22,000 | 2022-11-15 |
| Q3 2022 | WM WASTE MGMT INC DEL | United States | COM | 1,897 | 1,935 | +38 | $290,000 | $310,000 | +$20,000 | 2022-11-15 |
| Q3 2022 | JBLU JETBLUE AWYS CORP | United States | COM | 25,342 | 29,288 | +3,946 | $212,000 | $194,000 | -$18,000 | 2022-11-15 |
| Q3 2022 | APD AIR PRODS & CHEMS INC | United States | COM | 3,450 | 3,513 | +63 | $830,000 | $817,000 | -$13,000 | 2022-11-15 |
| Q3 2022 | BAC BK OF AMERICA CORP | United States | COM | 13,540 | 13,551 | +11 | $422,000 | $409,000 | -$13,000 | 2022-11-15 |
| Q3 2022 | BX BLACKSTONE INC | United States | COM | 2,387 | 2,761 | +374 | $218,000 | $231,000 | +$13,000 | 2022-11-15 |
| Q3 2022 | CAT CATERPILLAR INC | United States | COM | 1,585 | 1,665 | +80 | $283,000 | $273,000 | -$10,000 | 2022-11-15 |
| Q3 2022 | UNH UNITEDHEALTH GROUP INC | United States | COM | 7,003 | 7,142 | +139 | $3,597,000 | $3,607,000 | +$10,000 | 2022-11-15 |
| Q3 2022 | ARCC ARES CAPITAL CORP | United States | COM | 16,858 | 18,358 | +1,500 | $302,000 | $310,000 | +$8,000 | 2022-11-15 |
| Q3 2022 | AFL AFLAC INC | United States | COM | 8,223 | 8,226 | +3 | $455,000 | $462,000 | +$7,000 | 2022-11-15 |
| Q3 2022 | MO ALTRIA GROUP INC | United States | COM | 11,383 | 11,591 | +208 | $475,000 | $468,000 | -$7,000 | 2022-11-15 |
| Q3 2022 | MAR MARRIOTT INTL INC NEW | United States | CL A | 1,555 | 1,559 | +4 | $212,000 | $218,000 | +$6,000 | 2022-11-15 |
| Q3 2022 | DG DOLLAR GEN CORP NEW | United States | COM | 897 | 898 | +1 | $220,000 | $215,000 | -$5,000 | 2022-11-15 |
| Q3 2022 | ELV ELEVANCE HEALTH INC | United States | COM | 1,121 | 1,182 | +61 | $541,000 | $537,000 | -$4,000 | 2022-11-15 |
| Q3 2022 | ALL ALLSTATE CORP | United States | COM | 1,929 | 1,941 | +12 | $244,000 | $242,000 | -$2,000 | 2022-11-15 |
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|---|---|---|---|
| Not available yet | |||