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.
- Q1 2016: Stock ACN; Country of operation —; Class SHS CLASS A; Shares before 32,760.
- Q1 2016: Stock WMT; Country of operation United States; Class COM; Shares before 34,648.
- Q1 2016: Stock IBM; Country of operation United States; Class COM; Shares before 16,231.
- Q1 2016: Stock DE; Country of operation United States; Class COM; Shares before 23,105.
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 |
|---|
| Q1 2016 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 32,760 | 49,807 | +17,047 | $3,424,000 | $5,748,000 | +$2,324,000 | 2016-05-11 |
|---|
| Q1 2016 | WMT
WAL-MART STORES INC | United States | COM | 34,648 | 58,268 | +23,620 | $2,124,000 | $3,991,000 | +$1,867,000 | 2016-05-11 |
|---|
| Q1 2016 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 16,231 | 25,780 | +9,549 | $2,234,000 | $3,904,000 | +$1,670,000 | 2016-05-11 |
|---|
| Q1 2016 | DE
DEERE & CO | United States | COM | 23,105 | 43,543 | +20,438 | $1,762,000 | $3,352,000 | +$1,590,000 | 2016-05-11 |
|---|
| Q1 2016 | NUE
NUCOR CORP | United States | COM | 34,939 | 57,296 | +22,357 | $1,408,000 | $2,710,000 | +$1,302,000 | 2016-05-11 |
|---|
| Q1 2016 | PFE
PFIZER INC | United States | COM | 65,275 | 114,827 | +49,552 | $2,107,000 | $3,404,000 | +$1,297,000 | 2016-05-11 |
|---|
| Q1 2016 | KHC
KRAFT HEINZ CO | United States | COM | 14,723 | 22,739 | +8,016 | $1,071,000 | $1,786,000 | +$715,000 | 2016-05-11 |
|---|
| Q1 2016 | CSCO
CISCO SYS INC | United States | COM | 75,827 | 95,183 | +19,356 | $2,059,000 | $2,710,000 | +$651,000 | 2016-05-11 |
|---|
| Q1 2016 | PG
PROCTER & GAMBLE CO | United States | COM | 40,150 | 46,453 | +6,303 | $3,188,000 | $3,824,000 | +$636,000 | 2016-05-11 |
|---|
| Q1 2016 | AWK
AMERICAN WTR WKS CO INC NEW | United States | COM | 39,937 | 42,780 | +2,843 | $2,386,000 | $2,949,000 | +$563,000 | 2016-05-11 |
|---|
| Q1 2016 | MKC
MCCORMICK & CO INC | United States | COM NON VTG | 29,182 | 29,219 | +37 | $2,497,000 | $2,907,000 | +$410,000 | 2016-05-11 |
|---|
| Q1 2016 | ORCL
ORACLE CORP | United States | COM | 39,630 | 45,067 | +5,437 | $1,448,000 | $1,844,000 | +$396,000 | 2016-05-11 |
|---|
| Q1 2016 | WM
WASTE MGMT INC DEL | United States | COM | 52,897 | 53,400 | +503 | $2,823,000 | $3,151,000 | +$328,000 | 2016-05-11 |
|---|
| Q1 2016 | PEP
PEPSICO INC | United States | COM | 28,233 | 30,373 | +2,140 | $2,821,000 | $3,113,000 | +$292,000 | 2016-05-11 |
|---|
| Q1 2016 | CL
COLGATE PALMOLIVE CO | United States | COM | 25,160 | 27,347 | +2,187 | $1,676,000 | $1,932,000 | +$256,000 | 2016-05-11 |
|---|
| Q1 2016 | CHRW
C H ROBINSON WORLDWIDE INC | United States | COM NEW | 5,962 | 8,279 | +2,317 | $370,000 | $615,000 | +$245,000 | 2016-05-11 |
|---|
| Q1 2016 | DAKT
DAKTRONICS INC | United States | COM | 85,247 | 121,053 | +35,806 | $743,000 | $956,000 | +$213,000 | 2016-05-11 |
|---|
| Q1 2016 | CTSH
COGNIZANT TECHNOLOGY SOLUTIO | United States | CL A | 8,259 | 10,976 | +2,717 | $496,000 | $688,000 | +$192,000 | 2016-05-11 |
|---|
| Q1 2016 | EXC
EXELON CORP | United States | COM | 1,206 | 4,906 | +3,700 | $33,000 | $176,000 | +$143,000 | 2016-05-11 |
|---|
| Q1 2016 | KO
COCA COLA CO | United States | COM | 40,337 | 40,414 | +77 | $1,733,000 | $1,875,000 | +$142,000 | 2016-05-11 |
|---|
| Q1 2016 | CALM
CAL MAINE FOODS INC | United States | COM NEW | 6,874 | 7,871 | +997 | $319,000 | $409,000 | +$90,000 | 2016-05-11 |
|---|
| Q1 2016 | ALL
ALLSTATE CORP | United States | COM | 58 | 1,058 | +1,000 | $4,000 | $71,000 | +$67,000 | 2016-05-11 |
|---|
| Q1 2016 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 15,569 | 16,031 | +462 | $2,208,000 | $2,270,000 | +$62,000 | 2016-05-11 |
|---|
| Q1 2016 | BMY
BRISTOL MYERS SQUIBB CO | United States | COM | 1,587 | 2,443 | +856 | $109,000 | $156,000 | +$47,000 | 2016-05-11 |
|---|
| Q1 2016 | HD
HOME DEPOT INC | United States | COM | 2,990 | 3,271 | +281 | $395,000 | $436,000 | +$41,000 | 2016-05-11 |
|---|
| Q1 2016 | CHKP
CHECK POINT SOFTWARE TECH LT | | ORD | 158 | 558 | +400 | $13,000 | $49,000 | +$36,000 | 2016-05-11 |
|---|
| Q1 2016 | FDS
FACTSET RESH SYS INC | United States | COM | 5,897 | 6,100 | +203 | $959,000 | $924,000 | -$35,000 | 2016-05-11 |
|---|
| Q1 2016 | HONZZZZ
HONEYWELL INTL INC | | COM | 127 | 427 | +300 | $13,000 | $48,000 | +$35,000 | 2016-05-11 |
|---|
| Q1 2016 | WFC
WELLS FARGO & CO NEW | United States | COM | 13,239 | 14,196 | +957 | $720,000 | $686,000 | -$34,000 | 2016-05-11 |
|---|
| Q1 2016 | JPM
JPMORGAN CHASE & CO | United States | COM | 2,001 | 2,799 | +798 | $132,000 | $166,000 | +$34,000 | 2016-05-11 |
|---|
| Q1 2016 | T
AT&T INC | United States | COM | 2,988 | 3,408 | +420 | $103,000 | $133,000 | +$30,000 | 2016-05-11 |
|---|
| Q1 2016 | BA
BOEING CO | United States | COM | 80 | 330 | +250 | $12,000 | $42,000 | +$30,000 | 2016-05-11 |
|---|
| Q1 2016 | MA
MASTERCARD INC | United States | CL A | 373 | 652 | +279 | $36,000 | $61,000 | +$25,000 | 2016-05-11 |
|---|
| Q1 2016 | USB
US BANCORP DEL | United States | COM NEW | 1,298 | 1,978 | +680 | $55,000 | $80,000 | +$25,000 | 2016-05-11 |
|---|
| Q1 2016 | C
CITIGROUP INC | United States | COM NEW | 591 | 1,291 | +700 | $31,000 | $54,000 | +$23,000 | 2016-05-11 |
|---|
| Q1 2016 | MRK
MERCK & CO INC NEW | United States | COM | 2,508 | 2,894 | +386 | $132,000 | $153,000 | +$21,000 | 2016-05-11 |
|---|
| Q1 2016 | SBUX
STARBUCKS CORP | United States | COM | 16,570 | 17,018 | +448 | $995,000 | $1,016,000 | +$21,000 | 2016-05-11 |
|---|
| Q1 2016 | BNY
BANK NEW YORK MELLON CORP | United States | COM | 2,770 | 3,528 | +758 | $114,000 | $130,000 | +$16,000 | 2016-05-11 |
|---|
| Q1 2016 | UNP
UNION PAC CORP | United States | COM | 250 | 450 | +200 | $20,000 | $36,000 | +$16,000 | 2016-05-11 |
|---|
| Q1 2016 | META
FACEBOOK INC | United States | CL A | 550 | 630 | +80 | $58,000 | $72,000 | +$14,000 | 2016-05-11 |
|---|
| Q1 2016 | KMB
KIMBERLY CLARK CORP | United States | COM | 1,419 | 1,441 | +22 | $181,000 | $194,000 | +$13,000 | 2016-05-11 |
|---|
| Q1 2016 | TRV
TRAVELERS COMPANIES INC | United States | COM | 300 | 400 | +100 | $34,000 | $47,000 | +$13,000 | 2016-05-11 |
|---|
| Q1 2016 | INTC
INTEL CORP | United States | COM | 6,904 | 7,039 | +135 | $238,000 | $228,000 | -$10,000 | 2016-05-11 |
|---|
| Q1 2016 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 600 | 643 | +43 | $51,000 | $58,000 | +$7,000 | 2016-05-11 |
|---|
| Q1 2016 | BAC
BANK AMER CORP | United States | COM | 11,264 | 14,264 | +3,000 | $190,000 | $193,000 | +$3,000 | 2016-05-11 |
|---|
| Q1 2016 | LMT
LOCKHEED MARTIN CORP | United States | COM | 199 | 206 | +7 | $43,000 | $46,000 | +$3,000 | 2016-05-11 |
|---|
| Q1 2016 | OXY
OCCIDENTAL PETE CORP DEL | United States | COM | 27 | 58 | +31 | $2,000 | $4,000 | +$2,000 | 2016-05-11 |
|---|
| Q1 2016 | UNFI
UNITED NAT FOODS INC | United States | COM | 300 | 343 | +43 | $12,000 | $14,000 | +$2,000 | 2016-05-11 |
|---|