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HYMAN CHARLES D Historic Quarter Change: USA Stocks, New

HYMAN CHARLES D historic quarter change: USA Stocks, New

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 SOLV; Country of operation United States; Class COM SHS; Shares before 0.
  • Q2 2024: Stock SFM; Country of operation United States; Class COM; Shares before 0.
  • Q2 2024: Stock NFLX; Country of operation United States; Class COM; Shares before 0.
  • Q1 2024: Stock SHAK; Country of operation United States; Class CL A; Shares before 0.

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 2024SOLV
SOLVENTUM CORP
United StatesCOM SHS010,187+10,187$0$539,000+$539,0002024-07-25
Q2 2024SFM
SPROUTS FMRS MKT INC
United StatesCOM02,896+2,896$0$242,000+$242,0002024-07-25
Q2 2024NFLX
NETFLIX INC
United StatesCOM0304+304$0$205,000+$205,0002024-07-25
Q1 2024SHAK
SHAKE SHACK INC
United StatesCL A02,325+2,325$0$242,000+$242,0002024-05-07
Q1 2024MTZ
MASTEC INC
United StatesCOM02,252+2,252$0$210,000+$210,0002024-05-07
Q1 2024MU
MICRON TECHNOLOGY INC
United StatesCOM01,757+1,757$0$207,000+$207,0002024-05-07
Q3 2016JCI
JOHNSON CTLS INTL PLC
SHS070,815+70,815$0$3,295,000+$3,295,0002016-11-03
Q3 2016QCOM
QUALCOMM INC
United StatesCOM02,994+2,994$0$205,000+$205,0002016-11-03
Q2 2016CBRL
CRACKER BARREL OLD CTRY STOR
United StatesCOM014,525+14,525$0$2,491,000+$2,491,0002016-08-04
Q2 2016UA
UNDER ARMOUR INC
United StatesCL C07,341+7,341$0$267,000+$267,0002016-08-04
Q1 2016BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW0252,156+252,156$0$35,776,000+$35,776,0002016-05-03
Q1 2016F
FORD MTR CO DEL
United StatesCOM PAR $0.010888,636+888,636$0$11,997,000+$11,997,0002016-05-03
Q1 2016DUK
DUKE ENERGY CORP NEW
United StatesCOM NEW0124,829+124,829$0$10,071,000+$10,071,0002016-05-03
Q1 2016DIS
DISNEY WALT CO
United StatesCOM DISNEY044,762+44,762$0$4,445,000+$4,445,0002016-05-03
Q1 2016GLD
SPDR GOLD TRUST
United StatesGOLD SHS037,169+37,169$0$4,373,000+$4,373,0002016-05-03
Q1 2016NKE
NIKE INC
United StatesCL B047,595+47,595$0$2,926,000+$2,926,0002016-05-03
Q1 2016MDLZ
MONDELEZ INTL INC
United StatesCL A067,454+67,454$0$2,706,000+$2,706,0002016-05-03
Q1 2016FCX
FREEPORT-MCMORAN INC
United StatesCL B0100,764+100,764$0$1,042,000+$1,042,0002016-05-03
Q1 2016V
VISA INC
United StatesCOM CL A08,150+8,150$0$623,000+$623,0002016-05-03
Q1 2016UAA
UNDER ARMOUR INC
United StatesCL A07,295+7,295$0$619,000+$619,0002016-05-03
Q1 2016REG
REGENCY CTRS CORP
United StatesCOM07,972+7,972$0$597,000+$597,0002016-05-03
Q1 2016SJM
SMUCKER J M CO
United StatesCOM NEW02,360+2,360$0$306,000+$306,0002016-05-03
Q1 2016GOOG
ALPHABET INC
United StatesCAP STK CL C0388+388$0$289,000+$289,0002016-05-03
Q1 2016GOOGL
ALPHABET INC
United StatesCAP STK CL A0352+352$0$269,000+$269,0002016-05-03
Q1 2016ED
CONSOLIDATED EDISON INC
United StatesCOM02,920+2,920$0$224,000+$224,0002016-05-03
Q1 2016VLY
VALLEY NATL BANCORP
United StatesCOM023,132+23,132$0$221,000+$221,0002016-05-03
Q3 2015KHC
Kraft Heinz Co
United StatesCOM025,440+25,440$0$1,796,000+$1,796,0002015-10-27
Q3 2015GOOG
Alphabet, Inc.
United StatesCOM0363+363$0$221,000+$221,0002015-10-27
Q3 2015GOOGL
Alphabet, Inc.
United StatesCOM0329+329$0$210,000+$210,0002015-10-27
Q3 2015AMZN
Amazon.com Inc.
United StatesCOM0395+395$0$202,000+$202,0002015-10-27
Q2 2015EPD
Enterprise Products Partners L
United StatesCOM014,431+14,431$0$431,000+$431,0002015-07-24
Q2 2015NSRGY
Nestle S A Sponsored Reg Adr
COM04,850+4,850$0$350,000+$350,0002015-07-24
Q1 2015TRV
Travelers Companies, Inc.
United StatesCOM04,211+4,211$0$455,000+$455,0002015-04-23
Q4 2014FRPH
FRP Holdings, Inc.
United StatesCOM0311,133+311,133$0$12,200,000+$12,200,0002015-01-30
Q4 2014KMI
Kinder Morgan, Inc.
United StatesCOM087,600+87,600$0$3,706,000+$3,706,0002015-01-30
Q4 2014ELV
Anthem, Inc.
United StatesCOM015,000+15,000$0$1,885,000+$1,885,0002015-01-30
Q4 2014TXN
Texas Instruments Inc.
United StatesCOM04,106+4,106$0$220,000+$220,0002015-01-30
Q4 2014MCK
Mckesson Corp.
United StatesCOM01,000+1,000$0$208,000+$208,0002015-01-30
Q3 2014MO
Altria Group, Inc.
United StatesCOM0147,493+147,493$0$6,776,000+$6,776,0002014-10-30
Q3 2014MRK
Merck & Co. Inc.
United StatesCOM020,585+20,585$0$1,220,000+$1,220,0002014-10-30
Q3 2014FLO
Flowers Foods, Inc.
United StatesCOM037,642+37,642$0$691,000+$691,0002014-10-30
Q3 2014YUM
Yum! Brands, Inc.
United StatesCOM07,168+7,168$0$516,000+$516,0002014-10-30
Q2 2014EOG
E O G Resources Inc.
United StatesCOM02,000+2,000$0$234,000+$234,0002014-07-29
Q2 2014ED
Consolidated Edison
United StatesCOM03,714+3,714$0$214,000+$214,0002014-07-29
Q1 2014UAA
Under Armour, Inc.
United StatesCOM02,135+2,135$0$245,000+$245,0002014-05-05
Q1 2014PRA
ProAssurance Corporation
United StatesCOM05,268+5,268$0$235,000+$235,0002014-05-05
Q1 2014QCOM
Qualcomm Inc.
United StatesCOM02,789+2,789$0$220,000+$220,0002014-05-05
Q1 2014K
Kellogg Co.
United StatesCOM03,250+3,250$0$204,000+$204,0002014-05-05
Q4 2013OPK
Opko Health, Inc.
United StatesCOM016,619+16,619$0$140,000+$140,0002014-02-06
Q3 2013LOW
Lowe's Companies, Inc.
United StatesCOM04,600+4,600$0$219,000+$219,0002013-11-04

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