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 2015: Stock AYI; Country of operation United States; Class COM; Shares before 207.
- Q3 2015: Stock DAKT; Country of operation United States; Class COM; Shares before 1,250.
- Q3 2015: Stock AWK; Country of operation United States; Class COM; Shares before 35,576.
- Q3 2015: Stock MCD; Country of operation United States; Class COM; Shares before 18,168.
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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| Q3 2015 | AYI
ACUITY BRANDS INC | United States | COM | 207 | 5,294 | +5,087 | $38,000 | $930,000 | +$892,000 | 2015-11-13 |
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| Q3 2015 | DAKT
DAKTRONICS INC | United States | COM | 1,250 | 72,261 | +71,011 | $15,000 | $627,000 | +$612,000 | 2015-11-13 |
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| Q3 2015 | AWK
AMERICAN WTR WKS CO INC NE | United States | COM | 35,576 | 40,763 | +5,187 | $1,731,000 | $2,246,000 | +$515,000 | 2015-11-13 |
|---|
| Q3 2015 | MCD
MCDONALDS CORP | United States | COM | 18,168 | 20,348 | +2,180 | $1,728,000 | $2,005,000 | +$277,000 | 2015-11-13 |
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| Q3 2015 | CLX
CLOROX CO DEL | United States | COM | 18,186 | 18,602 | +416 | $1,892,000 | $2,149,000 | +$257,000 | 2015-11-13 |
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| Q3 2015 | DE
DEERE & CO | United States | COM | 16,490 | 18,349 | +1,859 | $1,601,000 | $1,358,000 | -$243,000 | 2015-11-13 |
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| Q3 2015 | WM
WASTE MGMT INC DEL | United States | COM | 47,101 | 48,050 | +949 | $2,184,000 | $2,394,000 | +$210,000 | 2015-11-13 |
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| Q3 2015 | ORCL
ORACLE CORP | United States | COM | 27,985 | 35,888 | +7,903 | $1,129,000 | $1,297,000 | +$168,000 | 2015-11-13 |
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| Q3 2015 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 31,331 | 32,536 | +1,205 | $3,033,000 | $3,198,000 | +$165,000 | 2015-11-13 |
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| Q3 2015 | MKC
MCCORMICK & CO INC | United States | COM NON VTG | 25,623 | 26,817 | +1,194 | $2,075,000 | $2,204,000 | +$129,000 | 2015-11-13 |
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| Q3 2015 | NUE
NUCOR CORP | United States | COM | 30,299 | 32,672 | +2,373 | $1,336,000 | $1,227,000 | -$109,000 | 2015-11-13 |
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| Q3 2015 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 37,416 | 37,735 | +319 | $1,744,000 | $1,642,000 | -$102,000 | 2015-11-13 |
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| Q3 2015 | SBUX
STARBUCKS CORP | United States | COM | 16,046 | 16,918 | +872 | $861,000 | $962,000 | +$101,000 | 2015-11-13 |
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| Q3 2015 | XOMXXXX
EXXON MOBIL CORP | | COM | 13,597 | 14,104 | +507 | $1,132,000 | $1,049,000 | -$83,000 | 2015-11-13 |
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| Q3 2015 | WMT
WAL-MART STORES INC | United States | COM | 26,652 | 30,371 | +3,719 | $1,891,000 | $1,970,000 | +$79,000 | 2015-11-13 |
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| Q3 2015 | MSFT
MICROSOFT CORP | United States | COM | 68,396 | 70,008 | +1,612 | $3,020,000 | $3,099,000 | +$79,000 | 2015-11-13 |
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| Q3 2015 | ABT
ABBOTT LABS | United States | COM | 11,591 | 12,253 | +662 | $569,000 | $493,000 | -$76,000 | 2015-11-13 |
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| Q3 2015 | KO
COCA COLA CO | United States | COM | 36,617 | 37,617 | +1,000 | $1,437,000 | $1,510,000 | +$73,000 | 2015-11-13 |
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| Q3 2015 | PEP
PEPSICO INC | United States | COM | 27,299 | 27,775 | +476 | $2,549,000 | $2,620,000 | +$71,000 | 2015-11-13 |
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| Q3 2015 | CSCO
CISCO SYS INC | United States | COM | 68,148 | 73,929 | +5,781 | $1,872,000 | $1,941,000 | +$69,000 | 2015-11-13 |
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| Q3 2015 | CMCSA
COMCAST CORP NEW | United States | CL A | 262 | 1,422 | +1,160 | $16,000 | $81,000 | +$65,000 | 2015-11-13 |
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| Q3 2015 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 4,930 | 5,635 | +705 | $672,000 | $735,000 | +$63,000 | 2015-11-13 |
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| Q3 2015 | USB
US BANCORP DEL | United States | COM NEW | 1,178 | 2,588 | +1,410 | $52,000 | $107,000 | +$55,000 | 2015-11-13 |
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| Q3 2015 | CL
COLGATE PALMOLIVE CO | United States | COM | 21,324 | 22,746 | +1,422 | $1,395,000 | $1,444,000 | +$49,000 | 2015-11-13 |
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| Q3 2015 | AAPL
APPLE INC | United States | COM | 4,231 | 5,216 | +985 | $531,000 | $576,000 | +$45,000 | 2015-11-13 |
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| Q3 2015 | TMO
THERMO FISHER SCIENTIFIC I | United States | COM | 14,848 | 15,462 | +614 | $1,927,000 | $1,891,000 | -$36,000 | 2015-11-13 |
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| Q3 2015 | DIS
DISNEY WALT CO | United States | COM DISNEY | 6,523 | 6,948 | +425 | $745,000 | $711,000 | -$34,000 | 2015-11-13 |
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| Q3 2015 | PNC
PNC FINL SVCS GROUP INC | United States | COM | 137 | 487 | +350 | $14,000 | $44,000 | +$30,000 | 2015-11-13 |
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| Q3 2015 | WFC
WELLS FARGO & CO NEW | United States | COM | 2,802 | 3,627 | +825 | $158,000 | $187,000 | +$29,000 | 2015-11-13 |
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| Q3 2015 | BDX
BECTON DICKINSON & CO | United States | COM | 410 | 645 | +235 | $59,000 | $86,000 | +$27,000 | 2015-11-13 |
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| Q3 2015 | QCOM
QUALCOMM INC | United States | COM | 343 | 856 | +513 | $22,000 | $46,000 | +$24,000 | 2015-11-13 |
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| Q3 2015 | PG
PROCTER & GAMBLE CO | United States | COM | 35,681 | 39,113 | +3,432 | $2,792,000 | $2,814,000 | +$22,000 | 2015-11-13 |
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| Q3 2015 | ABBV
ABBVIE INC | United States | COM | 350 | 788 | +438 | $24,000 | $43,000 | +$19,000 | 2015-11-13 |
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| Q3 2015 | MSI
MOTOROLA SOLUTIONS INC | United States | COM NEW | 1,642 | 1,649 | +7 | $95,000 | $113,000 | +$18,000 | 2015-11-13 |
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| Q3 2015 | MO
ALTRIA GROUP INC | United States | COM | 1,176 | 1,376 | +200 | $58,000 | $75,000 | +$17,000 | 2015-11-13 |
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| Q3 2015 | HD
HOME DEPOT INC | United States | COM | 2,871 | 2,896 | +25 | $320,000 | $335,000 | +$15,000 | 2015-11-13 |
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| Q3 2015 | IBM
INTERNATIONAL BUSINESS MAC | United States | COM | 13,615 | 15,379 | +1,764 | $2,215,000 | $2,230,000 | +$15,000 | 2015-11-13 |
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| Q3 2015 | JNJ
JOHNSON & JOHNSON | United States | COM | 3,791 | 3,821 | +30 | $370,000 | $357,000 | -$13,000 | 2015-11-13 |
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| Q3 2015 | DAL
DELTA AIR LINES INC DEL | United States | COM NEW | 276 | 476 | +200 | $12,000 | $22,000 | +$10,000 | 2015-11-13 |
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| Q3 2015 | T
AT&T INC | United States | COM | 2,589 | 3,078 | +489 | $92,000 | $101,000 | +$9,000 | 2015-11-13 |
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| Q3 2015 | PM
PHILIP MORRIS INTL INC | United States | COM | 700 | 800 | +100 | $57,000 | $64,000 | +$7,000 | 2015-11-13 |
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| Q3 2015 | CVS
CVS HEALTH CORP | United States | COM | 878 | 908 | +30 | $93,000 | $88,000 | -$5,000 | 2015-11-13 |
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| Q3 2015 | CCI
CROWN CASTLE INTL CORP NEW | United States | COM | 192 | 242 | +50 | $16,000 | $20,000 | +$4,000 | 2015-11-13 |
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| Q3 2015 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 42 | 77 | +35 | $6,000 | $9,000 | +$3,000 | 2015-11-13 |
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| Q3 2015 | HSIC
SCHEIN HENRY INC | United States | COM | 26 | 51 | +25 | $4,000 | $7,000 | +$3,000 | 2015-11-13 |
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| Q3 2015 | TGT
TARGET CORP | United States | COM | 2,307 | 2,357 | +50 | $189,000 | $186,000 | -$3,000 | 2015-11-13 |
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| Q3 2015 | PFE
PFIZER INC | United States | COM | 58,441 | 62,321 | +3,880 | $1,960,000 | $1,958,000 | -$2,000 | 2015-11-13 |
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| Q3 2015 | BA
BOEING CO | United States | COM | 80 | 105 | +25 | $12,000 | $14,000 | +$2,000 | 2015-11-13 |
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| Q3 2015 | C
CITIGROUP INC | United States | COM NEW | 694 | 734 | +40 | $39,000 | $37,000 | -$2,000 | 2015-11-13 |
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| Q3 2015 | GILD
GILEAD SCIENCES INC | United States | COM | 28 | 48 | +20 | $4,000 | $5,000 | +$1,000 | 2015-11-13 |
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| Q3 2015 | UNP
UNION PAC CORP | United States | COM | 446 | 486 | +40 | $43,000 | $43,000 | $0 | 2015-11-13 |
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| Q3 2015 | JPM
JPMORGAN CHASE & CO | United States | COM | 501 | 556 | +55 | $34,000 | $34,000 | $0 | 2015-11-13 |
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