Stratford Consulting, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, Stratford Consulting, LLC opened 51 positions, added to 98, reduced 42 and sold out of 54.
- Q3 2016: Stock LNC; Country of operation United States; Class Stock; Shares before 6,439.
- Q3 2016: Stock XOMXXXX; Country of operation —; Class Stock; Shares before 2,549.
- Q3 2016: Stock BRKB; Country of operation —; Class Stock; Shares before 2,017.
- Q3 2016: Stock LUV; Country of operation United States; Class Stock; Shares before 44,279.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1553656), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-19); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-28); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-22); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-26); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-03); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-31); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-08); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-02); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-05); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-28); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-13); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-16). 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 2012-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | LNC
LINCOLN NATL CORP IND COM | United States | Stock | 6,439 | 6,476 | +37 | $250,000 | $304,000 | +$54,000 | 2016-10-19 |
|---|
| Q3 2016 | XOMXXXX
EXXON MOBIL CORP COM | | Stock | 2,549 | 3,120 | +571 | $239,000 | $272,000 | +$33,000 | 2016-10-19 |
|---|
| Q3 2016 | BRKB
BERKSHIRE HATHAWAY INC DEL CL B NEW | | Stock | 2,017 | 2,217 | +200 | $292,000 | $320,000 | +$28,000 | 2016-10-19 |
|---|
| Q3 2016 | LUV
SOUTHWEST AIRLS CO COM | United States | Stock | 44,279 | 44,280 | +1 | $1,736,000 | $1,722,000 | -$14,000 | 2016-10-19 |
|---|
| Q1 2016 | LUV
SOUTHWEST AIRLS CO | United States | COM | 44,275 | 44,277 | +2 | $1,906,000 | $1,984,000 | +$78,000 | 2016-04-22 |
|---|
| Q1 2016 | LNC
LINCOLN NATL CORP IND | United States | COM | 6,363 | 6,403 | +40 | $320,000 | $251,000 | -$69,000 | 2016-04-22 |
|---|
| Q1 2016 | T
AT&T INC | United States | COM | 10,675 | 10,771 | +96 | $367,000 | $422,000 | +$55,000 | 2016-04-22 |
|---|
| Q1 2016 | MO
ALTRIA GROUP INC | United States | COM | 9,538 | 9,602 | +64 | $555,000 | $602,000 | +$47,000 | 2016-04-22 |
|---|
| Q1 2016 | BMY
BRISTOL MYERS SQUIBB CO | United States | COM | 6,881 | 6,912 | +31 | $473,000 | $442,000 | -$31,000 | 2016-04-22 |
|---|
| Q1 2016 | KMB
KIMBERLY CLARK CORP | United States | COM | 2,868 | 2,885 | +17 | $365,000 | $388,000 | +$23,000 | 2016-04-22 |
|---|
| Q1 2016 | XOMXXXX
EXXON MOBIL CORP | | COM | 3,602 | 3,615 | +13 | $281,000 | $302,000 | +$21,000 | 2016-04-22 |
|---|
| Q1 2016 | JNJ
JOHNSON & JOHNSON | United States | COM | 3,162 | 3,183 | +21 | $325,000 | $344,000 | +$19,000 | 2016-04-22 |
|---|
| Q1 2016 | ABT
ABBOTT LABS | United States | COM | 5,299 | 5,324 | +25 | $238,000 | $223,000 | -$15,000 | 2016-04-22 |
|---|
| Q1 2016 | ABBV
ABBVIE INC | United States | COM | 5,511 | 5,548 | +37 | $326,000 | $317,000 | -$9,000 | 2016-04-22 |
|---|
| Q4 2015 | LUV
SOUTHWEST AIRLS CO | United States | COM | 44,125 | 44,275 | +150 | $1,679,000 | $1,906,000 | +$227,000 | 2016-01-26 |
|---|
| Q4 2015 | MCD
MCDONALDS CORP | United States | COM | 11,065 | 11,066 | +1 | $1,090,000 | $1,307,000 | +$217,000 | 2016-01-26 |
|---|
| Q4 2015 | T
AT&T INC | United States | COM | 9,998 | 10,675 | +677 | $326,000 | $367,000 | +$41,000 | 2016-01-26 |
|---|
| Q4 2015 | MO
ALTRIA GROUP INC | United States | COM | 9,472 | 9,538 | +66 | $515,000 | $555,000 | +$40,000 | 2016-01-26 |
|---|
| Q4 2015 | JNJ
JOHNSON & JOHNSON | United States | COM | 3,140 | 3,162 | +22 | $293,000 | $325,000 | +$32,000 | 2016-01-26 |
|---|
| Q4 2015 | ABBV
ABBVIE INC | United States | COM | 5,482 | 5,511 | +29 | $298,000 | $326,000 | +$28,000 | 2016-01-26 |
|---|
| Q4 2015 | LNC
LINCOLN NATL CORP IND | United States | COM | 6,339 | 6,363 | +24 | $301,000 | $320,000 | +$19,000 | 2016-01-26 |
|---|
| Q4 2015 | XOMXXXX
EXXON MOBIL CORP | | COM | 3,587 | 3,602 | +15 | $267,000 | $281,000 | +$14,000 | 2016-01-26 |
|---|
| Q4 2015 | COP
CONOCOPHILLIPS | United States | COM | 4,498 | 4,552 | +54 | $216,000 | $213,000 | -$3,000 | 2016-01-26 |
|---|
| Q2 2015 | LUV
SOUTHWEST AIRLS CO COM | United States | Stock | 44,123 | 44,124 | +1 | $1,955,000 | $1,460,000 | -$495,000 | 2015-07-31 |
|---|
| Q2 2015 | LNC
LINCOLN NATL CORP IND COM | United States | Stock | 6,295 | 6,317 | +22 | $362,000 | $374,000 | +$12,000 | 2015-07-31 |
|---|
| Q2 2015 | MLM
MARTIN MARIETTA MATLS INC COM | United States | Stock | 4,025 | 4,036 | +11 | $563,000 | $571,000 | +$8,000 | 2015-07-31 |
|---|
| Q2 2015 | XOMXXXX
EXXON MOBIL CORP COM | | Stock | 2,514 | 2,521 | +7 | $214,000 | $210,000 | -$4,000 | 2015-07-31 |
|---|
| Q1 2015 | LUV
SOUTHWEST AIRLS CO COM | United States | Stock | 44,122 | 44,123 | +1 | $1,867,000 | $1,955,000 | +$88,000 | 2015-05-08 |
|---|
| Q1 2015 | INTC
INTEL CORP COM | United States | Stock | 11,838 | 11,885 | +47 | $430,000 | $372,000 | -$58,000 | 2015-05-08 |
|---|
| Q1 2015 | MCD
MCDONALDS CORP COM | United States | Stock | 11,042 | 11,137 | +95 | $1,035,000 | $1,085,000 | +$50,000 | 2015-05-08 |
|---|
| Q1 2015 | BRKB
BERKSHIRE HATHAWAY INC DEL CL B | | Stock | 5,524 | 5,573 | +49 | $829,000 | $804,000 | -$25,000 | 2015-05-08 |
|---|
| Q1 2015 | XOMXXXX
EXXON MOBIL CORP COM | | Stock | 2,507 | 2,514 | +7 | $232,000 | $214,000 | -$18,000 | 2015-05-08 |
|---|
| Q1 2015 | LNC
LINCOLN NATL CORP IND COM | United States | Stock | 6,271 | 6,295 | +24 | $362,000 | $362,000 | $0 | 2015-05-08 |
|---|
| Q4 2014 | BRKB
BERKSHIRE HATHAWAY INC CL B | | Stock | 2,922 | 5,524 | +2,602 | $404,000 | $829,000 | +$425,000 | 2015-02-02 |
|---|
| Q4 2014 | MLM
MARTIN MARIETTA MATLS INC COM | United States | Stock | 5,330 | 5,349 | +19 | $687,000 | $590,000 | -$97,000 | 2015-02-02 |
|---|
| Q4 2014 | BMY
BRISTOL MYERS SQUIBB | United States | Stock | 8,498 | 8,541 | +43 | $435,000 | $504,000 | +$69,000 | 2015-02-02 |
|---|
| Q4 2014 | KMB
KIMBERLY CLARK CORP | United States | Stock | 3,373 | 3,521 | +148 | $363,000 | $407,000 | +$44,000 | 2015-02-02 |
|---|
| Q4 2014 | COP
CONOCOPHILLIPS | United States | Stock | 6,302 | 6,351 | +49 | $482,000 | $439,000 | -$43,000 | 2015-02-02 |
|---|
| Q4 2014 | MO
ALTRIA GROUP INC | United States | Stock | 11,072 | 11,161 | +89 | $509,000 | $550,000 | +$41,000 | 2015-02-02 |
|---|
| Q4 2014 | LNC
LINCOLN NATIONAL CORP IND | United States | Stock | 6,252 | 6,271 | +19 | $335,000 | $362,000 | +$27,000 | 2015-02-02 |
|---|
| Q4 2014 | PG
PROCTER & GAMBLE CO | United States | Stock | 2,626 | 2,642 | +16 | $220,000 | $241,000 | +$21,000 | 2015-02-02 |
|---|
| Q4 2014 | INTC
INTEL | United States | Stock | 11,797 | 11,838 | +41 | $411,000 | $430,000 | +$19,000 | 2015-02-02 |
|---|
| Q4 2014 | T
AT&T INC COM | United States | Stock | 9,433 | 9,633 | +200 | $332,000 | $324,000 | -$8,000 | 2015-02-02 |
|---|
| Q4 2014 | JNJ
JOHNSON & JOHNSON | United States | Stock | 3,777 | 3,799 | +22 | $403,000 | $397,000 | -$6,000 | 2015-02-02 |
|---|
| Q4 2014 | XOMXXXX
EXXON MOBIL CORP | | Stock | 2,499 | 2,507 | +8 | $235,000 | $232,000 | -$3,000 | 2015-02-02 |
|---|
| Q4 2014 | MCD
MCDONALDS CORP | United States | Stock | 10,942 | 11,042 | +100 | $1,037,000 | $1,035,000 | -$2,000 | 2015-02-02 |
|---|
| Q3 2014 | MCD
MCDONALDS CORP | United States | Stock | 10,849 | 10,942 | +93 | $1,093,000 | $1,037,000 | -$56,000 | 2014-11-05 |
|---|
| Q3 2014 | COP
CONOCOPHILLIPS | United States | Stock | 6,259 | 6,302 | +43 | $537,000 | $482,000 | -$55,000 | 2014-11-05 |
|---|
| Q3 2014 | MO
ALTRIA GROUP INC | United States | Stock | 10,984 | 11,072 | +88 | $461,000 | $509,000 | +$48,000 | 2014-11-05 |
|---|
| Q3 2014 | INTC
INTEL | United States | Stock | 11,755 | 11,797 | +42 | $363,000 | $411,000 | +$48,000 | 2014-11-05 |
|---|
| Q3 2014 | BMY
BRISTOL MYERS SQUIBB | United States | Stock | 8,452 | 8,498 | +46 | $410,000 | $435,000 | +$25,000 | 2014-11-05 |
|---|
| Q3 2014 | XOMXXXX
EXXON MOBIL CORP | | Stock | 2,495 | 2,499 | +4 | $251,000 | $235,000 | -$16,000 | 2014-11-05 |
|---|
| Q3 2014 | PG
PROCTER & GAMBLE CO | United States | Stock | 2,610 | 2,626 | +16 | $205,000 | $220,000 | +$15,000 | 2014-11-05 |
|---|
| Q3 2014 | LNC
LINCOLN NATIONAL CORP IND | United States | Stock | 6,233 | 6,252 | +19 | $321,000 | $335,000 | +$14,000 | 2014-11-05 |
|---|
| Q3 2014 | ABBV
ABBVIE INC COM | United States | Stock | 6,192 | 6,224 | +32 | $349,000 | $360,000 | +$11,000 | 2014-11-05 |
|---|
| Q3 2014 | EPD
ENTERPRISE PRODS PARTNERS L P COM | United States | MLP | 3,354 | 6,776 | +3,422 | $263,000 | $273,000 | +$10,000 | 2014-11-05 |
|---|
| Q3 2014 | JNJ
JOHNSON & JOHNSON | United States | Stock | 3,754 | 3,777 | +23 | $393,000 | $403,000 | +$10,000 | 2014-11-05 |
|---|
| Q3 2014 | KMB
KIMBERLY CLARK CORP | United States | Stock | 3,351 | 3,373 | +22 | $373,000 | $363,000 | -$10,000 | 2014-11-05 |
|---|
| Q3 2014 | ABT
ABBOTT LABORATORIES | United States | Stock | 6,091 | 6,112 | +21 | $249,000 | $254,000 | +$5,000 | 2014-11-05 |
|---|
| Q3 2014 | T
AT&T INC COM | United States | Stock | 9,342 | 9,433 | +91 | $330,000 | $332,000 | +$2,000 | 2014-11-05 |
|---|
| Q2 2014 | LUV
SOUTHWEST AIRLINES | United States | Stock | 50,474 | 52,075 | +1,601 | $1,192,000 | $1,399,000 | +$207,000 | 2014-07-28 |
|---|
| Q2 2014 | COP
CONOCOPHILLIPS | United States | Stock | 6,218 | 6,259 | +41 | $437,000 | $537,000 | +$100,000 | 2014-07-28 |
|---|
| Q2 2014 | INTC
INTEL | United States | Stock | 11,700 | 11,755 | +55 | $302,000 | $363,000 | +$61,000 | 2014-07-28 |
|---|
| Q2 2014 | MO
ALTRIA GROUP INC | United States | Stock | 10,886 | 10,984 | +98 | $407,000 | $461,000 | +$54,000 | 2014-07-28 |
|---|
| Q2 2014 | MCD
MCDONALDS CORP | United States | Stock | 10,765 | 10,849 | +84 | $1,055,000 | $1,093,000 | +$38,000 | 2014-07-28 |
|---|
| Q2 2014 | EPD
ENTERPRISE PRODS PARTNERS L P | United States | MLP | 3,320 | 3,354 | +34 | $230,000 | $263,000 | +$33,000 | 2014-07-28 |
|---|
| Q2 2014 | ABBV
ABBVIE INC COM | United States | Stock | 6,160 | 6,192 | +32 | $317,000 | $349,000 | +$32,000 | 2014-07-28 |
|---|
| Q2 2014 | BMY
BRISTOL MYERS SQUIBB | United States | Stock | 8,406 | 8,452 | +46 | $437,000 | $410,000 | -$27,000 | 2014-07-28 |
|---|
| Q2 2014 | JNJ
JOHNSON & JOHNSON | United States | Stock | 3,731 | 3,754 | +23 | $366,000 | $393,000 | +$27,000 | 2014-07-28 |
|---|
| Q2 2014 | BRKB
BERKSHIRE HATHAWAY INC DEL CL B | | Stock | 2,822 | 2,922 | +100 | $353,000 | $370,000 | +$17,000 | 2014-07-28 |
|---|
| Q2 2014 | ABT
ABBOTT LABORATORIES | United States | Stock | 6,069 | 6,091 | +22 | $234,000 | $249,000 | +$15,000 | 2014-07-28 |
|---|
| Q2 2014 | XOMXXXX
EXXON MOBIL CORP | | Stock | 2,489 | 2,495 | +6 | $243,000 | $251,000 | +$8,000 | 2014-07-28 |
|---|
| Q2 2014 | T
AT&T INC COM | United States | Stock | 9,246 | 9,342 | +96 | $324,000 | $330,000 | +$6,000 | 2014-07-28 |
|---|
| Q2 2014 | KMB
KIMBERLY CLARK CORP | United States | Stock | 3,329 | 3,351 | +22 | $367,000 | $373,000 | +$6,000 | 2014-07-28 |
|---|
| Q2 2014 | LNC
LINCOLN NATIONAL CORP IND | United States | Stock | 6,211 | 6,233 | +22 | $315,000 | $321,000 | +$6,000 | 2014-07-28 |
|---|
| Q2 2014 | PG
PROCTER & GAMBLE CO | United States | Stock | 2,593 | 2,610 | +17 | $209,000 | $205,000 | -$4,000 | 2014-07-28 |
|---|
| Q4 2013 | LNC
LINCOLN NATIONAL CORP IND | United States | COM | 6,174 | 6,190 | +16 | $259,000 | $320,000 | +$61,000 | 2014-01-13 |
|---|
| Q4 2013 | ABBV
ABBVIE INC COM | United States | COM | 6,103 | 6,132 | +29 | $273,000 | $324,000 | +$51,000 | 2014-01-13 |
|---|
| Q4 2013 | MO
ALTRIA GROUP INC | United States | COM | 10,709 | 10,800 | +91 | $368,000 | $415,000 | +$47,000 | 2014-01-13 |
|---|
| Q4 2013 | INTC
INTEL | United States | COM | 13,426 | 13,494 | +68 | $308,000 | $350,000 | +$42,000 | 2014-01-13 |
|---|
| Q4 2013 | KMB
KIMBERLY CLARK CORP | United States | COM | 3,291 | 3,312 | +21 | $313,000 | $346,000 | +$33,000 | 2014-01-13 |
|---|
| Q4 2013 | ABT
ABBOTT LABORATORIES | United States | COM | 6,037 | 6,050 | +13 | $200,000 | $232,000 | +$32,000 | 2014-01-13 |
|---|
| Q4 2013 | JNJ
JOHNSON & JOHNSON | United States | COM | 3,687 | 3,707 | +20 | $320,000 | $340,000 | +$20,000 | 2014-01-13 |
|---|
| Q4 2013 | PG
PROCTER & GAMBLE CO | United States | COM | 3,062 | 3,077 | +15 | $231,000 | $251,000 | +$20,000 | 2014-01-13 |
|---|
| Q4 2013 | T
AT&T INC COM | United States | COM | 10,451 | 10,536 | +85 | $353,000 | $370,000 | +$17,000 | 2014-01-13 |
|---|
| Q4 2013 | MCD
MCDONALDS CORP | United States | COM | 10,592 | 10,679 | +87 | $1,019,000 | $1,036,000 | +$17,000 | 2014-01-13 |
|---|
| Q4 2013 | COP
CONOCOPHILLIPS | United States | COM | 5,956 | 5,997 | +41 | $414,000 | $424,000 | +$10,000 | 2014-01-13 |
|---|
| Q3 2013 | LUV
SOUTHWEST | United States | COM | 53,436 | 53,597 | +161 | $689,000 | $780,000 | +$91,000 | 2013-10-16 |
|---|
| Q3 2013 | COP
CONOCOPHILLIPS | United States | COM | 5,905 | 5,956 | +51 | $357,000 | $414,000 | +$57,000 | 2013-10-16 |
|---|
| Q3 2013 | LNC
LINCOLN NATIONAL CORP IND | United States | COM | 6,156 | 6,174 | +18 | $225,000 | $259,000 | +$34,000 | 2013-10-16 |
|---|
| Q3 2013 | ABBV
ABBVIE INC COM | United States | COM | 6,066 | 6,103 | +37 | $251,000 | $273,000 | +$22,000 | 2013-10-16 |
|---|
| Q3 2013 | MCD
MCDONALDS CORP | United States | COM | 10,511 | 10,592 | +81 | $1,041,000 | $1,019,000 | -$22,000 | 2013-10-16 |
|---|
| Q3 2013 | BMY
BRISTOL MYERS SQUIBB | United States | COM | 8,793 | 8,856 | +63 | $393,000 | $410,000 | +$17,000 | 2013-10-16 |
|---|
| Q3 2013 | ABT
ABBOTT LABORATORIES | United States | COM | 6,021 | 6,037 | +16 | $210,000 | $200,000 | -$10,000 | 2013-10-16 |
|---|
| Q3 2013 | KMB
KIMBERLY CLARK CORP | United States | COM | 3,271 | 3,291 | +20 | $320,000 | $313,000 | -$7,000 | 2013-10-16 |
|---|
| Q3 2013 | JNJ
JOHNSON & JOHNSON | United States | COM | 3,664 | 3,687 | +23 | $315,000 | $320,000 | +$5,000 | 2013-10-16 |
|---|
| Q3 2013 | PG
PROCTER & GAMBLE CO | United States | COM | 3,047 | 3,062 | +15 | $235,000 | $231,000 | -$4,000 | 2013-10-16 |
|---|
| Q3 2013 | MO
ALTRIA GROUP INC | United States | COM | 10,607 | 10,709 | +102 | $371,000 | $368,000 | -$3,000 | 2013-10-16 |
|---|
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