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.
- Q3 2016: Stock CAT; Country of operation United States; Class COM; Shares before 145,493.
- Q3 2016: Stock CSX; Country of operation United States; Class COM; Shares before 321,283.
- Q3 2016: Stock INTC; Country of operation United States; Class COM; Shares before 307,117.
- Q3 2016: Stock AAPL; Country of operation United States; Class COM; Shares before 65,517.
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).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | CAT
CATERPILLAR INC DEL | United States | COM | 145,493 | 145,893 | +400 | $11,030,000 | $12,951,000 | +$1,921,000 | 2016-11-03 |
|---|
| Q3 2016 | CSX
CSX CORP | United States | COM | 321,283 | 333,058 | +11,775 | $8,379,000 | $10,158,000 | +$1,779,000 | 2016-11-03 |
|---|
| Q3 2016 | INTC
INTEL CORP | United States | COM | 307,117 | 309,647 | +2,530 | $10,073,000 | $11,689,000 | +$1,616,000 | 2016-11-03 |
|---|
| Q3 2016 | AAPL
APPLE INC | United States | COM | 65,517 | 67,187 | +1,670 | $6,263,000 | $7,596,000 | +$1,333,000 | 2016-11-03 |
|---|
| Q3 2016 | NSC
NORFOLK SOUTHERN CORP | United States | COM | 98,630 | 99,230 | +600 | $8,396,000 | $9,631,000 | +$1,235,000 | 2016-11-03 |
|---|
| Q3 2016 | KMI
KINDER MORGAN INC DEL | United States | COM | 116,888 | 144,488 | +27,600 | $2,188,000 | $3,342,000 | +$1,154,000 | 2016-11-03 |
|---|
| Q3 2016 | CBRL
CRACKER BARREL OLD CTRY STOR | United States | COM | 14,525 | 24,975 | +10,450 | $2,491,000 | $3,302,000 | +$811,000 | 2016-11-03 |
|---|
| Q3 2016 | WFC
WELLS FARGO & CO NEW | United States | COM | 212,392 | 213,300 | +908 | $10,053,000 | $9,445,000 | -$608,000 | 2016-11-03 |
|---|
| Q3 2016 | CVX
CHEVRON CORP NEW | United States | COM | 78,150 | 85,021 | +6,871 | $8,192,000 | $8,750,000 | +$558,000 | 2016-11-03 |
|---|
| Q3 2016 | PEP
PEPSICO INC | United States | COM | 168,727 | 169,272 | +545 | $17,875,000 | $18,412,000 | +$537,000 | 2016-11-03 |
|---|
| Q3 2016 | MCD
MCDONALDS CORP | United States | COM | 133,625 | 135,401 | +1,776 | $16,080,000 | $15,620,000 | -$460,000 | 2016-11-03 |
|---|
| Q3 2016 | FRPH
FRP HLDGS INC | United States | COM | 326,969 | 349,169 | +22,200 | $11,280,000 | $10,849,000 | -$431,000 | 2016-11-03 |
|---|
| Q3 2016 | F
FORD MTR CO DEL | United States | COM PAR $0.01 | 897,386 | 899,086 | +1,700 | $11,280,000 | $10,852,000 | -$428,000 | 2016-11-03 |
|---|
| Q3 2016 | BA
BOEING CO | United States | COM | 103,953 | 105,453 | +1,500 | $13,500,000 | $13,892,000 | +$392,000 | 2016-11-03 |
|---|
| Q3 2016 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 129,584 | 134,326 | +4,742 | $11,117,000 | $10,751,000 | -$366,000 | 2016-11-03 |
|---|
| Q3 2016 | PM
PHILIP MORRIS INTL INC | United States | COM | 77,029 | 84,129 | +7,100 | $7,835,000 | $8,179,000 | +$344,000 | 2016-11-03 |
|---|
| Q3 2016 | SO
SOUTHERN CO | United States | COM | 313,380 | 323,105 | +9,725 | $16,807,000 | $16,575,000 | -$232,000 | 2016-11-03 |
|---|
| Q3 2016 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 203,926 | 214,613 | +10,687 | $11,387,000 | $11,156,000 | -$231,000 | 2016-11-03 |
|---|
| Q3 2016 | MO
ALTRIA GROUP INC | United States | COM | 147,385 | 157,181 | +9,796 | $10,164,000 | $9,939,000 | -$225,000 | 2016-11-03 |
|---|
| Q3 2016 | LMT
LOCKHEED MARTIN CORP | United States | COM | 22,917 | 24,650 | +1,733 | $5,687,000 | $5,909,000 | +$222,000 | 2016-11-03 |
|---|
| Q3 2016 | DIS
DISNEY WALT CO | United States | COM DISNEY | 44,788 | 44,988 | +200 | $4,381,000 | $4,178,000 | -$203,000 | 2016-11-03 |
|---|
| Q3 2016 | ORCL
ORACLE CORP | United States | COM | 197,599 | 201,099 | +3,500 | $8,088,000 | $7,899,000 | -$189,000 | 2016-11-03 |
|---|
| Q3 2016 | T
AT&T INC | United States | COM | 82,193 | 91,813 | +9,620 | $3,552,000 | $3,729,000 | +$177,000 | 2016-11-03 |
|---|
| Q3 2016 | JPM
JPMORGAN CHASE & CO | United States | COM | 28,360 | 29,065 | +705 | $1,762,000 | $1,935,000 | +$173,000 | 2016-11-03 |
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| Q3 2016 | MRK
MERCK & CO INC | United States | COM | 15,706 | 16,209 | +503 | $905,000 | $1,012,000 | +$107,000 | 2016-11-03 |
|---|
| Q3 2016 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 258,011 | 259,211 | +1,200 | $37,357,000 | $37,448,000 | +$91,000 | 2016-11-03 |
|---|
| Q3 2016 | NOC
NORTHROP GRUMMAN CORP | United States | COM | 11,866 | 12,716 | +850 | $2,638,000 | $2,721,000 | +$83,000 | 2016-11-03 |
|---|
| Q3 2016 | TRV
TRAVELERS COMPANIES INC | United States | COM | 28,701 | 29,151 | +450 | $3,417,000 | $3,339,000 | -$78,000 | 2016-11-03 |
|---|
| Q3 2016 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 352 | 381 | +29 | $248,000 | $306,000 | +$58,000 | 2016-11-03 |
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| Q3 2016 | GOOG
ALPHABET INC | United States | CAP STK CL C | 388 | 417 | +29 | $269,000 | $324,000 | +$55,000 | 2016-11-03 |
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| Q3 2016 | CHD
CHURCH & DWIGHT INC | United States | COM | 4,000 | 7,800 | +3,800 | $412,000 | $374,000 | -$38,000 | 2016-11-03 |
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| Q3 2016 | EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 14,231 | 14,631 | +400 | $416,000 | $404,000 | -$12,000 | 2016-11-03 |
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