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.
- Q2 2015: Stock MDT; Country of operation Ireland; Class SHS; Shares before 600.
- Q2 2015: Stock DE; Country of operation United States; Class COM; Shares before 15,297.
- Q2 2015: Stock MSFT; Country of operation United States; Class COM; Shares before 68,069.
- Q2 2015: Stock WM; Country of operation United States; Class COM; Shares before 44,462.
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 |
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| Q2 2015 | MDT
MEDTRONIC PLC | Ireland | SHS | 600 | 12,751 | +12,151 | $47,000 | $946,000 | +$899,000 | 2015-08-14 |
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| Q2 2015 | DE
DEERE & CO | United States | COM | 15,297 | 16,490 | +1,193 | $1,342,000 | $1,601,000 | +$259,000 | 2015-08-14 |
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| Q2 2015 | MSFT
MICROSOFT CORP | United States | COM | 68,069 | 68,396 | +327 | $2,768,000 | $3,020,000 | +$252,000 | 2015-08-14 |
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| Q2 2015 | WM
WASTE MGMT INC DEL | United States | COM | 44,462 | 47,101 | +2,639 | $2,412,000 | $2,184,000 | -$228,000 | 2015-08-14 |
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| Q2 2015 | MKC
MCCORMICK & CO INC | United States | COM NON VTG | 24,453 | 25,623 | +1,170 | $1,886,000 | $2,075,000 | +$189,000 | 2015-08-14 |
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| Q2 2015 | IBM
INTERNATIONAL BUSINESS MACH | United States | COM | 12,652 | 13,615 | +963 | $2,031,000 | $2,215,000 | +$184,000 | 2015-08-14 |
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| Q2 2015 | CL
COLGATE PALMOLIVE CO | United States | COM | 17,790 | 21,324 | +3,534 | $1,234,000 | $1,395,000 | +$161,000 | 2015-08-14 |
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| Q2 2015 | MCD
MCDONALDS CORP | United States | COM | 16,136 | 18,168 | +2,032 | $1,573,000 | $1,728,000 | +$155,000 | 2015-08-14 |
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| Q2 2015 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 30,767 | 31,331 | +564 | $2,884,000 | $3,033,000 | +$149,000 | 2015-08-14 |
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| Q2 2015 | WMT
WAL-MART STORES INC | United States | COM | 21,190 | 26,652 | +5,462 | $1,743,000 | $1,891,000 | +$148,000 | 2015-08-14 |
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| Q2 2015 | PEP
PEPSICO INC | United States | COM | 25,298 | 27,299 | +2,001 | $2,419,000 | $2,549,000 | +$130,000 | 2015-08-14 |
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| Q2 2015 | AAPL
APPLE INC | United States | COM | 3,241 | 4,231 | +990 | $404,000 | $531,000 | +$127,000 | 2015-08-14 |
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| Q2 2015 | SBUX
STARBUCKS CORP | United States | COM | 7,873 | 16,046 | +8,173 | $746,000 | $861,000 | +$115,000 | 2015-08-14 |
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| Q2 2015 | XOMXXXX
EXXON MOBIL CORP | | COM | 12,199 | 13,597 | +1,398 | $1,037,000 | $1,132,000 | +$95,000 | 2015-08-14 |
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| Q2 2015 | NSC
NORFOLK SOUTHERN CORP | United States | COM | 125 | 1,126 | +1,001 | $13,000 | $99,000 | +$86,000 | 2015-08-14 |
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| Q2 2015 | ABT
ABBOTT LABS | United States | COM | 10,481 | 11,591 | +1,110 | $486,000 | $569,000 | +$83,000 | 2015-08-14 |
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| Q2 2015 | CSCO
CISCO SYS INC | United States | COM | 65,218 | 68,148 | +2,930 | $1,796,000 | $1,872,000 | +$76,000 | 2015-08-14 |
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| Q2 2015 | TMO
THERMO FISHER SCIENTIFIC IN | United States | COM | 13,795 | 14,848 | +1,053 | $1,854,000 | $1,927,000 | +$73,000 | 2015-08-14 |
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| Q2 2015 | RY
ROYAL BK CDA MONTREAL QUE | | COM | 43,148 | 43,753 | +605 | $2,605,000 | $2,676,000 | +$71,000 | 2015-08-14 |
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| Q2 2015 | CHRW
C H ROBINSON WORLDWIDE INC | United States | COM NEW | 5,844 | 5,857 | +13 | $428,000 | $366,000 | -$62,000 | 2015-08-14 |
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| Q2 2015 | DIS
DISNEY WALT CO | United States | COM DISNEY | 6,503 | 6,523 | +20 | $683,000 | $745,000 | +$62,000 | 2015-08-14 |
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| Q2 2015 | PFE
PFIZER INC | United States | COM | 55,211 | 58,441 | +3,230 | $1,921,000 | $1,960,000 | +$39,000 | 2015-08-14 |
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| Q2 2015 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 35,141 | 37,416 | +2,275 | $1,709,000 | $1,744,000 | +$35,000 | 2015-08-14 |
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| Q2 2015 | ORCL
ORACLE CORP | United States | COM | 26,919 | 27,985 | +1,066 | $1,162,000 | $1,129,000 | -$33,000 | 2015-08-14 |
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| Q2 2015 | WFC
WELLS FARGO & CO NEW | United States | COM | 2,328 | 2,802 | +474 | $127,000 | $158,000 | +$31,000 | 2015-08-14 |
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| Q2 2015 | AZO
AUTOZONE INC | United States | COM | 95 | 135 | +40 | $65,000 | $91,000 | +$26,000 | 2015-08-14 |
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| Q2 2015 | PG
PROCTER & GAMBLE CO | United States | COM | 33,748 | 35,681 | +1,933 | $2,766,000 | $2,792,000 | +$26,000 | 2015-08-14 |
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| Q2 2015 | COST
COSTCO WHSL CORP NEW | United States | COM | 2,954 | 3,129 | +175 | $448,000 | $423,000 | -$25,000 | 2015-08-14 |
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| Q2 2015 | AWK
AMERICAN WTR WKS CO INC NEW | United States | COM | 32,352 | 35,576 | +3,224 | $1,754,000 | $1,731,000 | -$23,000 | 2015-08-14 |
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| Q2 2015 | CVS
CVS HEALTH CORP | United States | COM | 678 | 878 | +200 | $70,000 | $93,000 | +$23,000 | 2015-08-14 |
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| Q2 2015 | ALEX
ALEXANDER & BALDWIN INC NEW | United States | COM | 13 | 500 | +487 | $1,000 | $20,000 | +$19,000 | 2015-08-14 |
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| Q2 2015 | INTU
INTUIT | United States | COM | 2,694 | 2,787 | +93 | $262,000 | $281,000 | +$19,000 | 2015-08-14 |
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| Q2 2015 | SLB
SCHLUMBERGER LTD | | COM | 906 | 1,076 | +170 | $76,000 | $93,000 | +$17,000 | 2015-08-14 |
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| Q2 2015 | AMGN
AMGEN INC | United States | COM | 2,613 | 2,614 | +1 | $418,000 | $402,000 | -$16,000 | 2015-08-14 |
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| Q2 2015 | CLX
CLOROX CO DEL | United States | COM | 17,011 | 18,186 | +1,175 | $1,878,000 | $1,892,000 | +$14,000 | 2015-08-14 |
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| Q2 2015 | HONZZZZ
HONEYWELL INTL INC | | COM | 127 | 267 | +140 | $14,000 | $28,000 | +$14,000 | 2015-08-14 |
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| Q2 2015 | NUE
NUCOR CORP | United States | COM | 27,801 | 30,299 | +2,498 | $1,322,000 | $1,336,000 | +$14,000 | 2015-08-14 |
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| Q2 2015 | FCX
FREEPORT-MCMORAN INC | United States | CL B | 5,515 | 6,310 | +795 | $105,000 | $118,000 | +$13,000 | 2015-08-14 |
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| Q2 2015 | JNJ
JOHNSON & JOHNSON | United States | COM | 3,790 | 3,791 | +1 | $382,000 | $370,000 | -$12,000 | 2015-08-14 |
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| Q2 2015 | BAC
BANK AMER CORP | United States | COM | 713 | 1,242 | +529 | $11,000 | $22,000 | +$11,000 | 2015-08-14 |
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| Q2 2015 | UNFI
UNITED NAT FOODS INC | United States | COM | 124 | 324 | +200 | $10,000 | $21,000 | +$11,000 | 2015-08-14 |
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| Q2 2015 | TACT
TRANSACT TECHNOLOGIES INC | United States | COM | 6,970 | 7,720 | +750 | $42,000 | $52,000 | +$10,000 | 2015-08-14 |
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| Q2 2015 | UNP
UNION PAC CORP | United States | COM | 296 | 446 | +150 | $33,000 | $43,000 | +$10,000 | 2015-08-14 |
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| Q2 2015 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 4,605 | 4,930 | +325 | $665,000 | $672,000 | +$7,000 | 2015-08-14 |
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| Q2 2015 | VFC
V F CORP | United States | COM | 5,069 | 5,399 | +330 | $382,000 | $377,000 | -$5,000 | 2015-08-14 |
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| Q2 2015 | PPG
PPG INDS INC | United States | COM | 63 | 126 | +63 | $15,000 | $15,000 | $0 | 2015-08-14 |
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