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 2016: Stock MDT; Country of operation Ireland; Class SHS; Shares before 11,174.
- Q2 2016: Stock CHKP; Country of operation —; Class ORD; Shares before 558.
- Q2 2016: Stock PFE; Country of operation United States; Class COM; Shares before 114,827.
- Q2 2016: Stock WMT; Country of operation United States; Class COM; Shares before 58,268.
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 |
|---|
| Q2 2016 | MDT
MEDTRONIC PLC | Ireland | SHS | 11,174 | 66,222 | +55,048 | $838,000 | $5,746,000 | +$4,908,000 | 2016-08-09 |
|---|
| Q2 2016 | CHKP
CHECK POINT SOFTWARE TECH LT | | ORD | 558 | 26,404 | +25,846 | $49,000 | $2,104,000 | +$2,055,000 | 2016-08-09 |
|---|
| Q2 2016 | PFE
PFIZER INC | United States | COM | 114,827 | 133,932 | +19,105 | $3,404,000 | $4,715,000 | +$1,311,000 | 2016-08-09 |
|---|
| Q2 2016 | WMT
WAL-MART STORES INC | United States | COM | 58,268 | 65,451 | +7,183 | $3,991,000 | $4,779,000 | +$788,000 | 2016-08-09 |
|---|
| Q2 2016 | AWK
AMERICAN WTR WKS CO INC NEW | United States | COM | 42,780 | 44,022 | +1,242 | $2,949,000 | $3,720,000 | +$771,000 | 2016-08-09 |
|---|
| Q2 2016 | WFC
WELLS FARGO & CO NEW | United States | COM | 14,196 | 30,653 | +16,457 | $686,000 | $1,451,000 | +$765,000 | 2016-08-09 |
|---|
| Q2 2016 | PEP
PEPSICO INC | United States | COM | 30,373 | 35,220 | +4,847 | $3,113,000 | $3,732,000 | +$619,000 | 2016-08-09 |
|---|
| Q2 2016 | PG
PROCTER & GAMBLE CO | United States | COM | 46,453 | 52,421 | +5,968 | $3,824,000 | $4,439,000 | +$615,000 | 2016-08-09 |
|---|
| Q2 2016 | BNY
BANK NEW YORK MELLON CORP | United States | COM | 3,528 | 18,760 | +15,232 | $130,000 | $729,000 | +$599,000 | 2016-08-09 |
|---|
| Q2 2016 | DE
DEERE & CO | United States | COM | 43,543 | 47,991 | +4,448 | $3,352,000 | $3,889,000 | +$537,000 | 2016-08-09 |
|---|
| Q2 2016 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 25,780 | 29,209 | +3,429 | $3,904,000 | $4,433,000 | +$529,000 | 2016-08-09 |
|---|
| Q2 2016 | T
AT&T INC | United States | COM | 3,408 | 15,262 | +11,854 | $133,000 | $660,000 | +$527,000 | 2016-08-09 |
|---|
| Q2 2016 | XOMXXXX
EXXON MOBIL CORP | | COM | 12,945 | 17,160 | +4,215 | $1,082,000 | $1,608,000 | +$526,000 | 2016-08-09 |
|---|
| Q2 2016 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 41,105 | 48,967 | +7,862 | $2,223,000 | $2,735,000 | +$512,000 | 2016-08-09 |
|---|
| Q2 2016 | ORCL
ORACLE CORP | United States | COM | 45,067 | 57,205 | +12,138 | $1,844,000 | $2,341,000 | +$497,000 | 2016-08-09 |
|---|
| Q2 2016 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 16,031 | 18,608 | +2,577 | $2,270,000 | $2,750,000 | +$480,000 | 2016-08-09 |
|---|
| Q2 2016 | CSCO
CISCO SYS INC | United States | COM | 95,183 | 111,102 | +15,919 | $2,710,000 | $3,188,000 | +$478,000 | 2016-08-09 |
|---|
| Q2 2016 | NUE
NUCOR CORP | United States | COM | 57,296 | 64,181 | +6,885 | $2,710,000 | $3,171,000 | +$461,000 | 2016-08-09 |
|---|
| Q2 2016 | BA
BOEING CO | United States | COM | 330 | 3,692 | +3,362 | $42,000 | $479,000 | +$437,000 | 2016-08-09 |
|---|
| Q2 2016 | WM
WASTE MGMT INC DEL | United States | COM | 53,400 | 53,829 | +429 | $3,151,000 | $3,567,000 | +$416,000 | 2016-08-09 |
|---|
| Q2 2016 | JNJ
JOHNSON & JOHNSON | United States | COM | 4,494 | 7,370 | +2,876 | $486,000 | $894,000 | +$408,000 | 2016-08-09 |
|---|
| Q2 2016 | AMZN
AMAZON COM INC | United States | COM | 114 | 624 | +510 | $68,000 | $447,000 | +$379,000 | 2016-08-09 |
|---|
| Q2 2016 | KO
COCA COLA CO | United States | COM | 40,414 | 49,440 | +9,026 | $1,875,000 | $2,241,000 | +$366,000 | 2016-08-09 |
|---|
| Q2 2016 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 49,807 | 53,741 | +3,934 | $5,748,000 | $6,088,000 | +$340,000 | 2016-08-09 |
|---|
| Q2 2016 | KHC
KRAFT HEINZ CO | United States | COM | 22,739 | 23,635 | +896 | $1,786,000 | $2,091,000 | +$305,000 | 2016-08-09 |
|---|
| Q2 2016 | KMI
KINDER MORGAN INC DEL | United States | COM | 3,110 | 18,634 | +15,524 | $56,000 | $349,000 | +$293,000 | 2016-08-09 |
|---|
| Q2 2016 | HD
HOME DEPOT INC | United States | COM | 3,271 | 5,422 | +2,151 | $436,000 | $692,000 | +$256,000 | 2016-08-09 |
|---|
| Q2 2016 | AEP
AMERICAN ELEC PWR INC | United States | COM | 50 | 3,525 | +3,475 | $3,000 | $247,000 | +$244,000 | 2016-08-09 |
|---|
| Q2 2016 | D
DOMINION RES INC VA NEW | United States | COM | 51 | 3,120 | +3,069 | $4,000 | $243,000 | +$239,000 | 2016-08-09 |
|---|
| Q2 2016 | MRK
MERCK & CO INC | United States | COM | 2,894 | 6,692 | +3,798 | $153,000 | $386,000 | +$233,000 | 2016-08-09 |
|---|
| Q2 2016 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 2,658 | 3,172 | +514 | $2,028,000 | $2,232,000 | +$204,000 | 2016-08-09 |
|---|
| Q2 2016 | META
FACEBOOK INC | United States | CL A | 630 | 2,363 | +1,733 | $72,000 | $270,000 | +$198,000 | 2016-08-09 |
|---|
| Q2 2016 | UNP
UNION PAC CORP | United States | COM | 450 | 2,498 | +2,048 | $36,000 | $218,000 | +$182,000 | 2016-08-09 |
|---|
| Q2 2016 | BMY
BRISTOL MYERS SQUIBB CO | United States | COM | 2,443 | 4,542 | +2,099 | $156,000 | $335,000 | +$179,000 | 2016-08-09 |
|---|
| Q2 2016 | CL
COLGATE PALMOLIVE CO | United States | COM | 27,347 | 28,842 | +1,495 | $1,932,000 | $2,111,000 | +$179,000 | 2016-08-09 |
|---|
| Q2 2016 | MCD
MCDONALDS CORP | United States | COM | 20,126 | 22,476 | +2,350 | $2,529,000 | $2,705,000 | +$176,000 | 2016-08-09 |
|---|
| Q2 2016 | AAPL
APPLE INC | United States | COM | 4,756 | 7,233 | +2,477 | $518,000 | $691,000 | +$173,000 | 2016-08-09 |
|---|
| Q2 2016 | V
VISA INC | United States | COM CL A | 9,664 | 11,982 | +2,318 | $739,000 | $889,000 | +$150,000 | 2016-08-09 |
|---|
| Q2 2016 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 18,487 | 19,089 | +602 | $1,492,000 | $1,638,000 | +$146,000 | 2016-08-09 |
|---|
| Q2 2016 | MCK
MCKESSON CORP | United States | COM | 4,392 | 4,461 | +69 | $691,000 | $833,000 | +$142,000 | 2016-08-09 |
|---|
| Q2 2016 | NRG
NRG ENERGY INC | United States | COM NEW | 10,000 | 18,082 | +8,082 | $130,000 | $271,000 | +$141,000 | 2016-08-09 |
|---|
| Q2 2016 | SLB
SCHLUMBERGER LTD | | COM | 400 | 2,144 | +1,744 | $30,000 | $170,000 | +$140,000 | 2016-08-09 |
|---|
| Q2 2016 | AYI
ACUITY BRANDS INC | United States | COM | 4,466 | 4,472 | +6 | $974,000 | $1,109,000 | +$135,000 | 2016-08-09 |
|---|
| Q2 2016 | MSFT
MICROSOFT CORP | United States | COM | 67,131 | 75,076 | +7,945 | $3,708,000 | $3,842,000 | +$134,000 | 2016-08-09 |
|---|
| Q2 2016 | NEE
NEXTERA ENERGY INC | United States | COM | 6,723 | 7,105 | +382 | $796,000 | $926,000 | +$130,000 | 2016-08-09 |
|---|
| Q2 2016 | MMM
3M CO | United States | COM | 5,713 | 6,175 | +462 | $952,000 | $1,081,000 | +$129,000 | 2016-08-09 |
|---|
| Q2 2016 | CVS
CVS HEALTH CORP | United States | COM | 450 | 1,784 | +1,334 | $47,000 | $171,000 | +$124,000 | 2016-08-09 |
|---|
| Q2 2016 | JPM
JPMORGAN CHASE & CO | United States | COM | 2,799 | 4,635 | +1,836 | $166,000 | $288,000 | +$122,000 | 2016-08-09 |
|---|
| Q2 2016 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 4,199 | 4,940 | +741 | $596,000 | $715,000 | +$119,000 | 2016-08-09 |
|---|
| Q2 2016 | CVX
CHEVRON CORP NEW | United States | COM | 3,344 | 4,122 | +778 | $319,000 | $432,000 | +$113,000 | 2016-08-09 |
|---|
| Q2 2016 | EXC
EXELON CORP | United States | COM | 4,906 | 7,950 | +3,044 | $176,000 | $289,000 | +$113,000 | 2016-08-09 |
|---|
| Q2 2016 | INTC
INTEL CORP | United States | COM | 7,039 | 10,246 | +3,207 | $228,000 | $336,000 | +$108,000 | 2016-08-09 |
|---|
| Q2 2016 | DIS
DISNEY WALT CO | United States | COM DISNEY | 6,853 | 8,049 | +1,196 | $681,000 | $787,000 | +$106,000 | 2016-08-09 |
|---|
| Q2 2016 | AZO
AUTOZONE INC | United States | COM | 95 | 215 | +120 | $76,000 | $171,000 | +$95,000 | 2016-08-09 |
|---|
| Q2 2016 | TXN
TEXAS INSTRS INC | United States | COM | 1,400 | 2,734 | +1,334 | $80,000 | $171,000 | +$91,000 | 2016-08-09 |
|---|
| Q2 2016 | SHW
SHERWIN WILLIAMS CO | United States | COM | 1,030 | 1,303 | +273 | $293,000 | $383,000 | +$90,000 | 2016-08-09 |
|---|
| Q2 2016 | C
CITIGROUP INC | United States | COM NEW | 1,291 | 3,361 | +2,070 | $54,000 | $143,000 | +$89,000 | 2016-08-09 |
|---|
| Q2 2016 | LMT
LOCKHEED MARTIN CORP | United States | COM | 206 | 542 | +336 | $46,000 | $135,000 | +$89,000 | 2016-08-09 |
|---|
| Q2 2016 | PM
PHILIP MORRIS INTL INC | United States | COM | 671 | 1,489 | +818 | $66,000 | $151,000 | +$85,000 | 2016-08-09 |
|---|
| Q2 2016 | MDLZ
MONDELEZ INTL INC | United States | CL A | 250 | 1,994 | +1,744 | $10,000 | $91,000 | +$81,000 | 2016-08-09 |
|---|
| Q2 2016 | GOOG
ALPHABET INC | United States | CAP STK CL C | 1,779 | 2,030 | +251 | $1,325,000 | $1,405,000 | +$80,000 | 2016-08-09 |
|---|
| Q2 2016 | BDX
BECTON DICKINSON & CO | United States | COM | 410 | 827 | +417 | $62,000 | $140,000 | +$78,000 | 2016-08-09 |
|---|
| Q2 2016 | AMGN
AMGEN INC | United States | COM | 2,571 | 3,024 | +453 | $385,000 | $460,000 | +$75,000 | 2016-08-09 |
|---|
| Q2 2016 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 42 | 542 | +500 | $5,000 | $77,000 | +$72,000 | 2016-08-09 |
|---|
| Q2 2016 | QCOM
QUALCOMM INC | United States | COM | 193 | 1,506 | +1,313 | $10,000 | $81,000 | +$71,000 | 2016-08-09 |
|---|
| Q2 2016 | ABBV
ABBVIE INC | United States | COM | 1,208 | 2,236 | +1,028 | $69,000 | $138,000 | +$69,000 | 2016-08-09 |
|---|
| Q2 2016 | OXY
OCCIDENTAL PETE CORP DEL | United States | COM | 58 | 978 | +920 | $4,000 | $73,000 | +$69,000 | 2016-08-09 |
|---|
| Q2 2016 | HONZZZZ
HONEYWELL INTL INC | | COM | 427 | 974 | +547 | $48,000 | $113,000 | +$65,000 | 2016-08-09 |
|---|
| Q2 2016 | CMCSA
COMCAST CORP NEW | United States | CL A | 141 | 1,044 | +903 | $9,000 | $68,000 | +$59,000 | 2016-08-09 |
|---|
| Q2 2016 | PCG
PG&E CORP | United States | COM | 5,170 | 5,749 | +579 | $309,000 | $367,000 | +$58,000 | 2016-08-09 |
|---|
| Q2 2016 | TD
TORONTO DOMINION BK ONT | | COM NEW | 80 | 1,388 | +1,308 | $3,000 | $60,000 | +$57,000 | 2016-08-09 |
|---|
| Q2 2016 | MO
ALTRIA GROUP INC | United States | COM | 964 | 1,603 | +639 | $60,000 | $111,000 | +$51,000 | 2016-08-09 |
|---|
| Q2 2016 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 1,650 | 2,093 | +443 | $174,000 | $225,000 | +$51,000 | 2016-08-09 |
|---|
| Q2 2016 | DHR
DANAHER CORP DEL | United States | COM | 100 | 578 | +478 | $9,000 | $58,000 | +$49,000 | 2016-08-09 |
|---|
| Q2 2016 | INTU
INTUIT | United States | COM | 1,631 | 1,948 | +317 | $170,000 | $217,000 | +$47,000 | 2016-08-09 |
|---|
| Q2 2016 | SYK
STRYKER CORP | United States | COM | 2,480 | 2,556 | +76 | $266,000 | $306,000 | +$40,000 | 2016-08-09 |
|---|
| Q2 2016 | CTAS
CINTAS CORP | United States | COM | 800 | 1,105 | +305 | $72,000 | $108,000 | +$36,000 | 2016-08-09 |
|---|
| Q2 2016 | CTSH
COGNIZANT TECHNOLOGY SOLUTIO | United States | CL A | 10,976 | 11,418 | +442 | $688,000 | $654,000 | -$34,000 | 2016-08-09 |
|---|
| Q2 2016 | KMB
KIMBERLY CLARK CORP | United States | COM | 1,441 | 1,652 | +211 | $194,000 | $227,000 | +$33,000 | 2016-08-09 |
|---|
| Q2 2016 | USB
US BANCORP DEL | United States | COM NEW | 1,978 | 2,784 | +806 | $80,000 | $112,000 | +$32,000 | 2016-08-09 |
|---|
| Q2 2016 | LLY
LILLY ELI & CO | United States | COM | 2,838 | 3,001 | +163 | $204,000 | $236,000 | +$32,000 | 2016-08-09 |
|---|
| Q2 2016 | MS
MORGAN STANLEY | United States | COM NEW | 500 | 1,748 | +1,248 | $13,000 | $45,000 | +$32,000 | 2016-08-09 |
|---|
| Q2 2016 | SBUX
STARBUCKS CORP | United States | COM | 17,018 | 18,226 | +1,208 | $1,016,000 | $1,041,000 | +$25,000 | 2016-08-09 |
|---|
| Q2 2016 | MSGS
MADISON SQUARE GARDEN CO NEW | United States | CL A | 221 | 351 | +130 | $37,000 | $61,000 | +$24,000 | 2016-08-09 |
|---|
| Q2 2016 | MLM
MARTIN MARIETTA MATLS INC | United States | COM | 100 | 209 | +109 | $16,000 | $40,000 | +$24,000 | 2016-08-09 |
|---|
| Q2 2016 | MNST
MONSTER BEVERAGE CORP NEW | United States | COM | 86 | 216 | +130 | $11,000 | $35,000 | +$24,000 | 2016-08-09 |
|---|
| Q2 2016 | DAKT
DAKTRONICS INC | United States | COM | 121,053 | 149,264 | +28,211 | $956,000 | $933,000 | -$23,000 | 2016-08-09 |
|---|
| Q2 2016 | CB
CHUBB LIMITED | | COM | 99 | 252 | +153 | $12,000 | $33,000 | +$21,000 | 2016-08-09 |
|---|
| Q2 2016 | ITW
ILLINOIS TOOL WKS INC | United States | COM | 100 | 280 | +180 | $10,000 | $29,000 | +$19,000 | 2016-08-09 |
|---|
| Q2 2016 | COST
COSTCO WHSL CORP NEW | United States | COM | 3,069 | 3,202 | +133 | $484,000 | $503,000 | +$19,000 | 2016-08-09 |
|---|
| Q2 2016 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 643 | 828 | +185 | $58,000 | $76,000 | +$18,000 | 2016-08-09 |
|---|
| Q2 2016 | AN
AUTONATION INC | United States | COM | 521 | 890 | +369 | $24,000 | $42,000 | +$18,000 | 2016-08-09 |
|---|
| Q2 2016 | PCAR
PACCAR INC | United States | COM | 80 | 415 | +335 | $4,000 | $22,000 | +$18,000 | 2016-08-09 |
|---|
| Q2 2016 | ELV
ANTHEM INC | United States | COM | 84 | 220 | +136 | $12,000 | $29,000 | +$17,000 | 2016-08-09 |
|---|
| Q2 2016 | FCX
FREEPORT-MCMORAN INC | United States | CL B | 6,461 | 7,485 | +1,024 | $67,000 | $83,000 | +$16,000 | 2016-08-09 |
|---|
| Q2 2016 | PSA
PUBLIC STORAGE | United States | COM | 200 | 269 | +69 | $55,000 | $69,000 | +$14,000 | 2016-08-09 |
|---|
| Q2 2016 | SYY
SYSCO CORP | United States | COM | 316 | 578 | +262 | $15,000 | $29,000 | +$14,000 | 2016-08-09 |
|---|
| Q2 2016 | ED
CONSOLIDATED EDISON INC | United States | COM | 2,450 | 2,489 | +39 | $188,000 | $200,000 | +$12,000 | 2016-08-09 |
|---|
| Q2 2016 | MA
MASTERCARD INC | United States | CL A | 652 | 833 | +181 | $61,000 | $73,000 | +$12,000 | 2016-08-09 |
|---|
| Q2 2016 | ALL
ALLSTATE CORP | United States | COM | 1,058 | 1,172 | +114 | $71,000 | $82,000 | +$11,000 | 2016-08-09 |
|---|