First Personal Financial Services historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 10 quarters from 2014-12-31 to 2024-09-30, First Personal Financial Services opened 650 positions, added to 644, reduced 612 and sold out of 295.
- Q3 2024: Stock PG; Country of operation United States; Class COM; Shares before 66,666.
- Q3 2024: Stock BKH; Country of operation United States; Class COM; Shares before 34,820.
- Q3 2024: Stock MSFT; Country of operation United States; Class COM; Shares before 38,927.
- Q3 2024: Stock BLKB; Country of operation United States; Class COM; Shares before 13,216.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1633869), 10 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-26); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-07); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-26); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-04). 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, 2018-09-30, 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).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 66,666 | 66,863 | +197 | $10,994,490 | $11,580,641 | +$586,151 | 2024-11-01 |
|---|
| Q3 2024 | BKH
BLACK HILLS CORP | United States | COM | 34,820 | 40,130 | +5,310 | $1,893,501 | $2,452,742 | +$559,241 | 2024-11-01 |
|---|
| Q3 2024 | MSFT
MICROSOFT CORP | United States | COM | 38,927 | 41,442 | +2,515 | $17,398,402 | $17,832,578 | +$434,176 | 2024-11-01 |
|---|
| Q3 2024 | BLKB
BLACKBAUD INC | United States | COM | 13,216 | 16,640 | +3,424 | $1,006,663 | $1,409,076 | +$402,413 | 2024-11-01 |
|---|
| Q3 2024 | KMB
KIMBERLY-CLARK CORP | United States | COM | 42,139 | 43,580 | +1,441 | $5,823,612 | $6,200,542 | +$376,930 | 2024-11-01 |
|---|
| Q3 2024 | INTC
INTEL CORP | United States | COM | 78,605 | 119,766 | +41,161 | $2,434,405 | $2,809,722 | +$375,317 | 2024-11-01 |
|---|
| Q3 2024 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 90,842 | 91,092 | +250 | $3,746,337 | $4,090,936 | +$344,599 | 2024-11-01 |
|---|
| Q3 2024 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 18,482 | 18,989 | +507 | $1,852,465 | $2,189,473 | +$337,008 | 2024-11-01 |
|---|
| Q3 2024 | FDS
FACTSET RESH SYS INC | United States | COM | 4,986 | 4,993 | +7 | $2,035,635 | $2,296,032 | +$260,397 | 2024-11-01 |
|---|
| Q3 2024 | SNPS
SYNOPSYS INC | United States | COM | 130 | 630 | +500 | $77,358 | $319,026 | +$241,668 | 2024-11-01 |
|---|
| Q3 2024 | KO
COCA COLA CO | United States | COM | 24,114 | 24,200 | +86 | $1,534,857 | $1,739,012 | +$204,155 | 2024-11-01 |
|---|
| Q3 2024 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 3,404 | 3,531 | +127 | $588,722 | $780,634 | +$191,912 | 2024-11-01 |
|---|
| Q3 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 42,534 | 43,280 | +746 | $4,896,570 | $5,073,246 | +$176,676 | 2024-11-01 |
|---|
| Q3 2024 | EA
ELECTRONIC ARTS INC | United States | COM | 38,312 | 38,353 | +41 | $5,338,069 | $5,501,317 | +$163,248 | 2024-11-01 |
|---|
| Q3 2024 | KHC
KRAFT HEINZ CO | United States | COM | 24,373 | 26,950 | +2,577 | $785,299 | $946,215 | +$160,916 | 2024-11-01 |
|---|
| Q3 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 6,802 | 6,832 | +30 | $994,181 | $1,107,194 | +$113,013 | 2024-11-01 |
|---|
| Q3 2024 | TT
TRANE TECHNOLOGIES PLC | | SHS | 1,614 | 1,628 | +14 | $530,960 | $632,970 | +$102,010 | 2024-11-01 |
|---|
| Q3 2024 | INTU
INTUIT | United States | COM | 4,917 | 5,361 | +444 | $3,231,281 | $3,329,007 | +$97,726 | 2024-11-01 |
|---|
| Q3 2024 | AVGO
BROADCOM INC | United States | COM | 38 | 890 | +852 | $61,011 | $153,525 | +$92,514 | 2024-11-01 |
|---|
| Q3 2024 | PGR
PROGRESSIVE CORP | United States | COM | 1,096 | 1,099 | +3 | $227,651 | $278,883 | +$51,232 | 2024-11-01 |
|---|
| Q3 2024 | LLY
ELI LILLY & CO | United States | COM | 241 | 301 | +60 | $218,197 | $266,668 | +$48,471 | 2024-11-01 |
|---|
| Q3 2024 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 530 | 540 | +10 | $269,908 | $315,728 | +$45,820 | 2024-11-01 |
|---|
| Q3 2024 | BX
BLACKSTONE INC | United States | COM | 1,200 | 1,202 | +2 | $148,560 | $184,063 | +$35,503 | 2024-11-01 |
|---|
| Q3 2024 | MRK
MERCK & CO INC | United States | COM | 3,524 | 3,533 | +9 | $436,272 | $401,208 | -$35,064 | 2024-11-01 |
|---|
| Q3 2024 | LMT
LOCKHEED MARTIN CORP | United States | COM | 194 | 205 | +11 | $90,618 | $119,835 | +$29,217 | 2024-11-01 |
|---|
| Q3 2024 | T
AT&T INC | United States | COM | 8,443 | 8,488 | +45 | $161,346 | $186,736 | +$25,390 | 2024-11-01 |
|---|
| Q3 2024 | UNP
UNION PAC CORP | United States | COM | 1,237 | 1,238 | +1 | $279,884 | $305,143 | +$25,259 | 2024-11-01 |
|---|
| Q3 2024 | RTX
RTX CORPORATION | United States | COM | 1,195 | 1,198 | +3 | $119,967 | $145,150 | +$25,183 | 2024-11-01 |
|---|
| Q3 2024 | UBER
UBER TECHNOLOGIES INC | United States | COM | 5 | 310 | +305 | $364 | $23,300 | +$22,936 | 2024-11-01 |
|---|
| Q3 2024 | MAA
MID-AMER APT CMNTYS INC | United States | COM | 1,338 | 1,339 | +1 | $190,813 | $212,768 | +$21,955 | 2024-11-01 |
|---|
| Q3 2024 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 135 | 192 | +57 | $32,224 | $53,133 | +$20,909 | 2024-11-01 |
|---|
| Q3 2024 | META
META PLATFORMS INC | United States | CL A | 219 | 228 | +9 | $110,425 | $130,517 | +$20,092 | 2024-11-01 |
|---|
| Q3 2024 | ROP
ROPER TECHNOLOGIES INC | United States | COM | 370 | 410 | +40 | $208,555 | $228,141 | +$19,586 | 2024-11-01 |
|---|
| Q3 2024 | CNI
CANADIAN NATL RY CO | | COM | 4,757 | 4,957 | +200 | $561,945 | $580,713 | +$18,768 | 2024-11-01 |
|---|
| Q3 2024 | PPL
PPL CORP | United States | COM | 3,339 | 3,342 | +3 | $92,324 | $110,554 | +$18,230 | 2024-11-01 |
|---|
| Q3 2024 | ABBV
ABBVIE INC | United States | COM | 638 | 639 | +1 | $109,430 | $126,190 | +$16,760 | 2024-11-01 |
|---|
| Q3 2024 | COP
CONOCOPHILLIPS | United States | COM | 1,826 | 1,829 | +3 | $208,858 | $192,558 | -$16,300 | 2024-11-01 |
|---|
| Q3 2024 | ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 324 | 325 | +1 | $144,132 | $159,663 | +$15,531 | 2024-11-01 |
|---|
| Q3 2024 | EMR
EMERSON ELEC CO | United States | COM | 2,191 | 2,346 | +155 | $241,361 | $256,583 | +$15,222 | 2024-11-01 |
|---|
| Q3 2024 | CVX
CHEVRON CORP NEW | United States | COM | 2,824 | 2,906 | +82 | $441,731 | $427,967 | -$13,764 | 2024-11-01 |
|---|
| Q3 2024 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 495 | 654 | +159 | $20,558 | $33,838 | +$13,280 | 2024-11-01 |
|---|
| Q3 2024 | AMZN
AMAZON COM INC | United States | COM | 3,555 | 3,749 | +194 | $687,004 | $698,552 | +$11,548 | 2024-11-01 |
|---|
| Q3 2024 | KR
KROGER CO | United States | COM | 1,500 | 1,503 | +3 | $74,895 | $86,122 | +$11,227 | 2024-11-01 |
|---|
| Q3 2024 | HONZZZZ
HONEYWELL INTL INC | | COM | 1,723 | 1,727 | +4 | $367,930 | $356,989 | -$10,941 | 2024-11-01 |
|---|
| Q3 2024 | GILD
GILEAD SCIENCES INC | United States | COM | 550 | 576 | +26 | $37,736 | $48,292 | +$10,556 | 2024-11-01 |
|---|
| Q3 2024 | DIS
DISNEY WALT CO | United States | COM | 3,660 | 3,671 | +11 | $363,402 | $353,114 | -$10,288 | 2024-11-01 |
|---|
| Q3 2024 | WFC
WELLS FARGO CO NEW | United States | COM | 3,933 | 3,954 | +21 | $233,581 | $223,362 | -$10,219 | 2024-11-01 |
|---|
| Q3 2024 | BA
BOEING CO | United States | COM | 324 | 326 | +2 | $58,972 | $49,566 | -$9,406 | 2024-11-01 |
|---|
| Q3 2024 | ETR
ENTERGY CORP NEW | United States | COM | 247 | 263 | +16 | $26,429 | $34,614 | +$8,185 | 2024-11-01 |
|---|
| Q3 2024 | TFC
TRUIST FINL CORP | United States | COM | 200 | 365 | +165 | $7,770 | $15,612 | +$7,842 | 2024-11-01 |
|---|
| Q3 2024 | GD
GENERAL DYNAMICS CORP | United States | COM | 600 | 601 | +1 | $174,084 | $181,623 | +$7,539 | 2024-11-01 |
|---|
| Q3 2024 | KVUE
KENVUE INC | United States | COM | 500 | 709 | +209 | $9,090 | $16,400 | +$7,310 | 2024-11-01 |
|---|
| Q3 2024 | FCX
FREEPORT-MCMORAN INC | United States | CL B | 4,827 | 4,841 | +14 | $234,593 | $241,663 | +$7,070 | 2024-11-01 |
|---|
| Q3 2024 | CSX
CSX CORP | United States | COM | 5,952 | 5,970 | +18 | $199,100 | $206,150 | +$7,050 | 2024-11-01 |
|---|
| Q3 2024 | LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 510 | 511 | +1 | $114,536 | $121,552 | +$7,016 | 2024-11-01 |
|---|
| Q3 2024 | MO
ALTRIA GROUP INC | United States | COM | 1,191 | 1,199 | +8 | $54,251 | $61,197 | +$6,946 | 2024-11-01 |
|---|
| Q3 2024 | AEP
AMERICAN ELEC PWR CO INC | United States | COM | 426 | 431 | +5 | $37,378 | $44,221 | +$6,843 | 2024-11-01 |
|---|
| Q3 2024 | PM
PHILIP MORRIS INTL INC | United States | COM | 300 | 303 | +3 | $30,399 | $36,785 | +$6,386 | 2024-11-01 |
|---|
| Q3 2024 | HD
HOME DEPOT INC | United States | COM | 83 | 86 | +3 | $28,572 | $34,848 | +$6,276 | 2024-11-01 |
|---|
| Q3 2024 | APD
AIR PRODS & CHEMS INC | United States | COM | 150 | 151 | +1 | $38,708 | $44,959 | +$6,251 | 2024-11-01 |
|---|
| Q3 2024 | PFE
PFIZER INC | United States | COM | 1,015 | 1,195 | +180 | $28,400 | $34,584 | +$6,184 | 2024-11-01 |
|---|
| Q3 2024 | SYK
STRYKER CORPORATION | United States | COM | 250 | 251 | +1 | $85,063 | $90,677 | +$5,614 | 2024-11-01 |
|---|
| Q3 2024 | KLG
WK KELLOGG CO | United States | COM SHS | 81 | 401 | +320 | $1,334 | $6,862 | +$5,528 | 2024-11-01 |
|---|
| Q3 2024 | DOC
HEALTHPEAK PROPERTIES INC | United States | COM | 230 | 415 | +185 | $4,508 | $9,492 | +$4,984 | 2024-11-01 |
|---|
| Q3 2024 | NKE
NIKE INC | United States | CL B | 121 | 152 | +31 | $9,120 | $13,437 | +$4,317 | 2024-11-01 |
|---|
| Q3 2024 | IFF
INTERNATIONAL FLAVORS&FRAGRA | United States | COM | 400 | 403 | +3 | $38,084 | $42,287 | +$4,203 | 2024-11-01 |
|---|
| Q3 2024 | MDLZ
MONDELEZ INTL INC | United States | CL A | 484 | 486 | +2 | $31,673 | $35,804 | +$4,131 | 2024-11-01 |
|---|
| Q3 2024 | FBIN
FORTUNE BRANDS INNOVATIONS I | United States | COM | 144 | 147 | +3 | $9,352 | $13,161 | +$3,809 | 2024-11-01 |
|---|
| Q3 2024 | BFB
BROWN FORMAN CORP | | CL B | 562 | 564 | +2 | $24,273 | $27,749 | +$3,476 | 2024-11-01 |
|---|
| Q3 2024 | FE
FIRSTENERGY CORP | United States | COM | 500 | 503 | +3 | $19,135 | $22,309 | +$3,174 | 2024-11-01 |
|---|
| Q3 2024 | AMT
AMERICAN TOWER CORP NEW | United States | COM | 72 | 73 | +1 | $13,996 | $16,977 | +$2,981 | 2024-11-01 |
|---|
| Q3 2024 | HST
HOST HOTELS & RESORTS INC | United States | COM | 8,183 | 8,195 | +12 | $147,131 | $144,232 | -$2,899 | 2024-11-01 |
|---|
| Q3 2024 | CRM
SALESFORCE INC | United States | COM | 122 | 125 | +3 | $31,367 | $34,214 | +$2,847 | 2024-11-01 |
|---|
| Q3 2024 | BBDC
BARINGS BDC INC | United States | COM | 8,492 | 8,718 | +226 | $82,630 | $85,439 | +$2,809 | 2024-11-01 |
|---|
| Q3 2024 | BIIB
BIOGEN INC | United States | COM | 74 | 75 | +1 | $17,155 | $14,538 | -$2,617 | 2024-11-01 |
|---|
| Q3 2024 | ILMN
ILLUMINA INC | United States | COM | 85 | 87 | +2 | $8,873 | $11,346 | +$2,473 | 2024-11-01 |
|---|
| Q3 2024 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 500 | 505 | +5 | $81,105 | $82,861 | +$1,756 | 2024-11-01 |
|---|
| Q3 2024 | JCI
JOHNSON CTLS INTL PLC | | SHS | 83 | 91 | +8 | $5,518 | $7,063 | +$1,545 | 2024-11-01 |
|---|
| Q3 2024 | SEDG
SOLAREDGE TECHNOLOGIES INC | | COM | 155 | 230 | +75 | $3,916 | $5,270 | +$1,354 | 2024-11-01 |
|---|
| Q3 2024 | ETN
EATON CORP PLC | | SHS | 53 | 54 | +1 | $16,619 | $17,898 | +$1,279 | 2024-11-01 |
|---|
| Q3 2024 | PCG
PG&E CORP | United States | COM | 450 | 456 | +6 | $7,857 | $9,016 | +$1,159 | 2024-11-01 |
|---|
| Q3 2024 | CPB
CAMPBELL SOUP CO | United States | COM | 250 | 253 | +3 | $11,298 | $12,377 | +$1,079 | 2024-11-01 |
|---|
| Q3 2024 | TXN
TEXAS INSTRS INC | United States | COM | 46 | 48 | +2 | $8,949 | $9,916 | +$967 | 2024-11-01 |
|---|
| Q3 2024 | PANW
PALO ALTO NETWORKS INC | United States | COM | 75 | 76 | +1 | $25,426 | $25,977 | +$551 | 2024-11-01 |
|---|
| Q3 2024 | CVS
CVS HEALTH CORP | United States | COM | 45 | 49 | +4 | $2,658 | $3,082 | +$424 | 2024-11-01 |
|---|
| Q3 2024 | SJM
SMUCKER J M CO | United States | COM NEW | 23 | 24 | +1 | $2,547 | $2,949 | +$402 | 2024-11-01 |
|---|
| Q3 2024 | HAE
HAEMONETICS CORP MASS | United States | COM | 10,798 | 11,110 | +312 | $893,319 | $893,022 | -$297 | 2024-11-01 |
|---|
| Q3 2024 | STZ
CONSTELLATION BRANDS INC | United States | CL A | 54 | 55 | +1 | $13,894 | $14,173 | +$279 | 2024-11-01 |
|---|
| Q3 2024 | XYL
XYLEM INC | United States | COM | 225 | 228 | +3 | $30,517 | $30,787 | +$270 | 2024-11-01 |
|---|
| Q3 2024 | SNV
SYNOVUS FINL CORP | United States | COM NEW | 10 | 15 | +5 | $402 | $668 | +$266 | 2024-11-01 |
|---|
| Q3 2024 | ALB
ALBEMARLE CORP | United States | COM | 296 | 298 | +2 | $28,274 | $28,224 | -$50 | 2024-11-01 |
|---|