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HYMAN CHARLES D Historic Quarter Change: USA Stocks, Added

HYMAN CHARLES D historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 15 quarters from 2013-06-30 to 2024-06-30, HYMAN CHARLES D opened 50 positions, added to 418, reduced 573 and sold out of 34.

  • Q2 2024: Stock AMZN; Country of operation United States; Class COM; Shares before 112,135.
  • Q2 2024: Stock COST; Country of operation United States; Class COM; Shares before 72,763.
  • Q2 2024: Stock ISRG; Country of operation United States; Class COM NEW; Shares before 36,201.
  • Q2 2024: Stock ORCL; Country of operation United States; Class COM; Shares before 324,040.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1135077), 15 quarters: Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-03); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-04); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-03); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-29); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-27); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-24); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-23); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-30); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-30); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-29); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-05); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-06); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-04). 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 2000-12-31. 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).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2024AMZN
AMAZON COM INC
United StatesCOM112,135186,035+73,900$20,227,000$35,951,000+$15,724,0002024-07-25
Q2 2024COST
COSTCO WHSL CORP NEW
United StatesCOM72,76372,988+225$53,308,000$62,039,000+$8,731,0002024-07-25
Q2 2024ISRG
INTUITIVE SURGICAL INC
United StatesCOM NEW36,20149,507+13,306$14,447,000$22,023,000+$7,576,0002024-07-25
Q2 2024ORCL
ORACLE CORP
United StatesCOM324,040324,089+49$40,703,000$45,761,000+$5,058,0002024-07-25
Q2 2024FRPH
FRP HLDGS INC
United StatesCOM968,4461,937,268+968,822$59,463,000$55,251,000-$4,212,0002024-07-25
Q2 2024MA
MASTERCARD INCORPORATED
United StatesCL A103,357103,434+77$49,774,000$45,631,000-$4,143,0002024-07-25
Q2 2024SO
SOUTHERN CO
United StatesCOM448,632451,187+2,555$32,185,000$34,999,000+$2,814,0002024-07-25
Q2 2024NVDA
NVIDIA CORPORATION
United StatesCOM8,06780,214+72,147$7,289,000$9,910,000+$2,621,0002024-07-25
Q2 2024XOMXXXX
EXXON MOBIL CORP
COM98,755111,109+12,354$11,479,000$12,791,000+$1,312,0002024-07-25
Q2 2024MRK
MERCK & CO INC
United StatesCOM187,391189,656+2,265$24,726,000$23,479,000-$1,247,0002024-07-25
Q2 2024AVGO
BROADCOM INC
United StatesCOM6721,297+625$891,000$2,082,000+$1,191,0002024-07-25
Q2 2024EMR
EMERSON ELEC CO
United StatesCOM270,334270,604+270$30,661,000$29,810,000-$851,0002024-07-25
Q2 2024BAC
BANK AMERICA CORP
United StatesCOM245,762248,963+3,201$9,319,000$9,901,000+$582,0002024-07-25
Q2 2024ABT
ABBOTT LABS
United StatesCOM44,60544,635+30$5,070,000$4,638,000-$432,0002024-07-25
Q2 2024PKG
PACKAGING CORP AMER
United StatesCOM46,40146,535+134$8,806,000$8,495,000-$311,0002024-07-25
Q2 2024AMGN
AMGEN INC
United StatesCOM7,5147,619+105$2,136,000$2,381,000+$245,0002024-07-25
Q2 2024GD
GENERAL DYNAMICS CORP
United StatesCOM3,8164,516+700$1,078,000$1,310,000+$232,0002024-07-25
Q2 2024T
AT&T INC
United StatesCOM100,386103,386+3,000$1,767,000$1,976,000+$209,0002024-07-25
Q2 2024CI
THE CIGNA GROUP
United StatesCOM11,73212,260+528$4,261,000$4,053,000-$208,0002024-07-25
Q2 2024META
META PLATFORMS INC
United StatesCL A3,3983,625+227$1,650,000$1,828,000+$178,0002024-07-25
Q2 2024CVX
CHEVRON CORP NEW
United StatesCOM137,014137,119+105$21,613,000$21,448,000-$165,0002024-07-25
Q2 2024LHX
L3HARRIS TECHNOLOGIES INC
United StatesCOM2,8913,091+200$616,000$694,000+$78,0002024-07-25
Q2 2024PLD
PROLOGIS INC.
United StatesCOM2,5342,536+2$330,000$285,000-$45,0002024-07-25
Q2 2024AXP
AMERICAN EXPRESS CO
United StatesCOM8,9989,043+45$2,049,000$2,094,000+$45,0002024-07-25
Q2 2024CMI
CUMMINS INC
United StatesCOM1,1001,114+14$324,000$309,000-$15,0002024-07-25
Q2 2024ARCC
ARES CAPITAL CORP
United StatesCOM17,71018,010+300$369,000$375,000+$6,0002024-07-25

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