WADE G W & INC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 13 quarters from 2013-06-30 to 2023-12-31, WADE G W & INC opened 154 positions, added to 458, reduced 325 and sold out of 74.
- Q3 2016: Stock XOMXXXX; Country of operation —; Class COM; Shares before 825,023.
- Q3 2016: Stock QCOM; Country of operation United States; Class COM; Shares before 60,353.
- Q3 2016: Stock PG; Country of operation United States; Class COM; Shares before 148,184.
- Q3 2016: Stock EMR; Country of operation United States; Class COM; Shares before 86,417.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1132556), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-01); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-05); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-26); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-15); 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); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-11); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-13). 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 | XOMXXXX
EXXON MOBIL CORP | | COM | 825,023 | 827,063 | +2,040 | $77,338,000 | $72,186,000 | -$5,152,000 | 2016-11-01 |
|---|
| Q3 2016 | QCOM
QUALCOMM INC | United States | COM | 60,353 | 69,237 | +8,884 | $3,233,000 | $4,743,000 | +$1,510,000 | 2016-11-01 |
|---|
| Q3 2016 | PG
PROCTER AND GAMBLE CO | United States | COM | 148,184 | 151,948 | +3,764 | $12,547,000 | $13,637,000 | +$1,090,000 | 2016-11-01 |
|---|
| Q3 2016 | EMR
EMERSON ELEC CO | United States | COM | 86,417 | 96,219 | +9,802 | $4,508,000 | $5,245,000 | +$737,000 | 2016-11-01 |
|---|
| Q3 2016 | META
FACEBOOK INC | United States | CL A | 31,464 | 31,831 | +367 | $3,596,000 | $4,083,000 | +$487,000 | 2016-11-01 |
|---|
| Q3 2016 | CVX
CHEVRON CORP NEW | United States | COM | 88,426 | 94,774 | +6,348 | $9,270,000 | $9,754,000 | +$484,000 | 2016-11-01 |
|---|
| Q3 2016 | RY
ROYAL BK CDA MONTREAL QUE | | COM | 83,819 | 87,734 | +3,915 | $4,953,000 | $5,436,000 | +$483,000 | 2016-11-01 |
|---|
| Q3 2016 | BMY
BRISTOL MYERS SQUIBB CO | United States | COM | 22,817 | 23,609 | +792 | $1,678,000 | $1,273,000 | -$405,000 | 2016-11-01 |
|---|
| Q3 2016 | EXR
EXTRA SPACE STORAGE INC | United States | COM | 50,322 | 53,874 | +3,552 | $4,657,000 | $4,278,000 | -$379,000 | 2016-11-01 |
|---|
| Q3 2016 | WFC
WELLS FARGO & CO NEW | United States | COM | 131,216 | 131,930 | +714 | $6,210,000 | $5,842,000 | -$368,000 | 2016-11-01 |
|---|
| Q3 2016 | KO
COCA COLA CO | United States | COM | 162,830 | 167,471 | +4,641 | $7,381,000 | $7,087,000 | -$294,000 | 2016-11-01 |
|---|
| Q3 2016 | GOOG
ALPHABET INC | United States | CAP STK CL C | 1,716 | 1,853 | +137 | $1,188,000 | $1,441,000 | +$253,000 | 2016-11-01 |
|---|
| Q3 2016 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 52,823 | 54,215 | +1,392 | $5,690,000 | $5,929,000 | +$239,000 | 2016-11-01 |
|---|
| Q3 2016 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,451 | 1,556 | +105 | $1,021,000 | $1,251,000 | +$230,000 | 2016-11-01 |
|---|
| Q3 2016 | MMM
3M CO | United States | COM | 63,993 | 64,891 | +898 | $11,207,000 | $11,436,000 | +$229,000 | 2016-11-01 |
|---|
| Q3 2016 | BIP
BROOKFIELD INFRAST PARTNERS | | LP INT UNIT | 4,825 | 10,828 | +6,003 | $218,000 | $375,000 | +$157,000 | 2016-11-01 |
|---|
| Q3 2016 | MCD
MCDONALDS CORP | United States | COM | 45,410 | 46,108 | +698 | $5,465,000 | $5,319,000 | -$146,000 | 2016-11-01 |
|---|
| Q3 2016 | ET
ENERGY TRANSFER EQUITY L P | United States | COM UT LTD PTN | 47,602 | 47,633 | +31 | $684,000 | $800,000 | +$116,000 | 2016-11-01 |
|---|
| Q3 2016 | ITW
ILLINOIS TOOL WKS INC | United States | COM | 6,811 | 6,849 | +38 | $709,000 | $821,000 | +$112,000 | 2016-11-01 |
|---|
| Q3 2016 | BXP
BOSTON PROPERTIES INC | United States | COM | 1,795 | 2,534 | +739 | $237,000 | $345,000 | +$108,000 | 2016-11-01 |
|---|
| Q3 2016 | CAT
CATERPILLAR INC DEL | United States | COM | 5,270 | 5,699 | +429 | $400,000 | $506,000 | +$106,000 | 2016-11-01 |
|---|
| Q3 2016 | DIS
DISNEY WALT CO | United States | COM DISNEY | 20,309 | 20,381 | +72 | $1,987,000 | $1,893,000 | -$94,000 | 2016-11-01 |
|---|
| Q3 2016 | WM
WASTE MGMT INC DEL | United States | COM | 97,671 | 102,887 | +5,216 | $6,473,000 | $6,560,000 | +$87,000 | 2016-11-01 |
|---|
| Q3 2016 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 1,725 | 2,106 | +381 | $256,000 | $340,000 | +$84,000 | 2016-11-01 |
|---|
| Q3 2016 | NEE
NEXTERA ENERGY INC | United States | COM | 10,495 | 10,539 | +44 | $1,369,000 | $1,289,000 | -$80,000 | 2016-11-01 |
|---|
| Q3 2016 | GD
GENERAL DYNAMICS CORP | United States | COM | 4,341 | 4,399 | +58 | $604,000 | $683,000 | +$79,000 | 2016-11-01 |
|---|
| Q3 2016 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 9,336 | 9,421 | +85 | $1,417,000 | $1,496,000 | +$79,000 | 2016-11-01 |
|---|
| Q3 2016 | HD
HOME DEPOT INC | United States | COM | 3,906 | 4,359 | +453 | $499,000 | $561,000 | +$62,000 | 2016-11-01 |
|---|
| Q3 2016 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 4,972 | 5,099 | +127 | $563,000 | $623,000 | +$60,000 | 2016-11-01 |
|---|
| Q3 2016 | SO
SOUTHERN CO | United States | COM | 87,230 | 90,068 | +2,838 | $4,678,000 | $4,621,000 | -$57,000 | 2016-11-01 |
|---|
| Q3 2016 | MS
MORGAN STANLEY | United States | COM NEW | 9,252 | 9,254 | +2 | $240,000 | $297,000 | +$57,000 | 2016-11-01 |
|---|
| Q3 2016 | CME
CME GROUP INC | United States | COM | 5,301 | 5,452 | +151 | $516,000 | $570,000 | +$54,000 | 2016-11-01 |
|---|
| Q3 2016 | PFE
PFIZER INC | United States | COM | 55,358 | 55,958 | +600 | $1,949,000 | $1,895,000 | -$54,000 | 2016-11-01 |
|---|
| Q3 2016 | NSC
NORFOLK SOUTHERN CORP | United States | COM | 2,418 | 2,641 | +223 | $206,000 | $256,000 | +$50,000 | 2016-11-01 |
|---|
| Q3 2016 | GILD
GILEAD SCIENCES INC | United States | COM | 13,425 | 13,535 | +110 | $1,120,000 | $1,071,000 | -$49,000 | 2016-11-01 |
|---|
| Q3 2016 | WY
WEYERHAEUSER CO | United States | COM | 15,657 | 15,928 | +271 | $466,000 | $509,000 | +$43,000 | 2016-11-01 |
|---|
| Q3 2016 | SYY
SYSCO CORP | United States | COM | 60,729 | 62,001 | +1,272 | $3,081,000 | $3,039,000 | -$42,000 | 2016-11-01 |
|---|
| Q3 2016 | F
FORD MTR CO DEL | United States | COM PAR $0.01 | 10,486 | 14,004 | +3,518 | $132,000 | $169,000 | +$37,000 | 2016-11-01 |
|---|
| Q3 2016 | PAYX
PAYCHEX INC | United States | COM | 93,171 | 95,193 | +2,022 | $5,544,000 | $5,509,000 | -$35,000 | 2016-11-01 |
|---|
| Q3 2016 | UAA
UNDER ARMOUR INC | United States | CL A | 5,794 | 6,914 | +1,120 | $233,000 | $267,000 | +$34,000 | 2016-11-01 |
|---|
| Q3 2016 | KEY
KEYCORP NEW | United States | COM | 30,142 | 30,157 | +15 | $333,000 | $367,000 | +$34,000 | 2016-11-01 |
|---|
| Q3 2016 | PM
PHILIP MORRIS INTL INC | United States | COM | 9,778 | 9,916 | +138 | $995,000 | $964,000 | -$31,000 | 2016-11-01 |
|---|
| Q3 2016 | CMS
CMS ENERGY CORP | United States | COM | 6,780 | 6,784 | +4 | $311,000 | $285,000 | -$26,000 | 2016-11-01 |
|---|
| Q3 2016 | BR
BROADRIDGE FINL SOLUTIONS IN | United States | COM | 10,166 | 10,168 | +2 | $663,000 | $689,000 | +$26,000 | 2016-11-01 |
|---|
| Q3 2016 | KHC
KRAFT HEINZ CO | United States | COM | 2,323 | 2,596 | +273 | $206,000 | $232,000 | +$26,000 | 2016-11-01 |
|---|
| Q3 2016 | CHD
CHURCH & DWIGHT INC | United States | COM | 3,659 | 7,319 | +3,660 | $376,000 | $351,000 | -$25,000 | 2016-11-01 |
|---|
| Q3 2016 | ABBV
ABBVIE INC | United States | COM | 9,097 | 9,322 | +225 | $563,000 | $588,000 | +$25,000 | 2016-11-01 |
|---|
| Q3 2016 | LOW
LOWES COS INC | United States | COM | 5,040 | 5,197 | +157 | $399,000 | $375,000 | -$24,000 | 2016-11-01 |
|---|
| Q3 2016 | NGL
NGL ENERGY PARTNERS LP | United States | COM UNIT REPST | 11,585 | 13,117 | +1,532 | $224,000 | $247,000 | +$23,000 | 2016-11-01 |
|---|
| Q3 2016 | DGX
QUEST DIAGNOSTICS INC | United States | COM | 4,581 | 4,652 | +71 | $373,000 | $394,000 | +$21,000 | 2016-11-01 |
|---|
| Q3 2016 | TRV
TRAVELERS COMPANIES INC | United States | COM | 3,369 | 3,656 | +287 | $401,000 | $419,000 | +$18,000 | 2016-11-01 |
|---|
| Q3 2016 | SNA
SNAP ON INC | United States | COM | 2,606 | 2,607 | +1 | $411,000 | $396,000 | -$15,000 | 2016-11-01 |
|---|
| Q3 2016 | BSX
BOSTON SCIENTIFIC CORP | United States | COM | 21,977 | 22,177 | +200 | $514,000 | $528,000 | +$14,000 | 2016-11-01 |
|---|
| Q3 2016 | OHI
OMEGA HEALTHCARE INVS INC | United States | COM | 7,505 | 7,549 | +44 | $255,000 | $268,000 | +$13,000 | 2016-11-01 |
|---|
| Q3 2016 | EPR
EPR PPTYS | United States | COM SH BEN INT | 6,565 | 6,624 | +59 | $530,000 | $522,000 | -$8,000 | 2016-11-01 |
|---|
| Q3 2016 | MDLZ
MONDELEZ INTL INC | United States | CL A | 5,231 | 5,294 | +63 | $238,000 | $232,000 | -$6,000 | 2016-11-01 |
|---|
| Q3 2016 | OXY
OCCIDENTAL PETE CORP DEL | United States | COM | 4,650 | 4,893 | +243 | $351,000 | $357,000 | +$6,000 | 2016-11-01 |
|---|
| Q3 2016 | PSX
PHILLIPS 66 | United States | COM | 2,651 | 2,675 | +24 | $210,000 | $215,000 | +$5,000 | 2016-11-01 |
|---|
| Q3 2016 | SYK
STRYKER CORP | United States | COM | 2,208 | 2,230 | +22 | $265,000 | $260,000 | -$5,000 | 2016-11-01 |
|---|
| Q3 2016 | TSLA
TESLA MTRS INC | United States | COM | 1,925 | 2,025 | +100 | $409,000 | $413,000 | +$4,000 | 2016-11-01 |
|---|
| Q3 2016 | HP
HELMERICH & PAYNE INC | United States | COM | 4,258 | 4,309 | +51 | $286,000 | $290,000 | +$4,000 | 2016-11-01 |
|---|
| Q3 2016 | MO
ALTRIA GROUP INC | United States | COM | 5,446 | 5,879 | +433 | $376,000 | $372,000 | -$4,000 | 2016-11-01 |
|---|
| Q3 2016 | ENPH
ENPHASE ENERGY INC | United States | COM | 25,000 | 45,000 | +20,000 | $50,000 | $53,000 | +$3,000 | 2016-11-01 |
|---|
| Q3 2016 | WMT
WAL-MART STORES INC | United States | COM | 5,815 | 5,938 | +123 | $425,000 | $428,000 | +$3,000 | 2016-11-01 |
|---|
| Q3 2016 | NEOG
NEOGEN CORP | United States | COM | 5,271 | 5,305 | +34 | $296,000 | $297,000 | +$1,000 | 2016-11-01 |
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