WEALTHSOURCE PARTNERS, LLC historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 2 quarters from 2016-03-31 to 2023-12-31, WEALTHSOURCE PARTNERS, LLC opened 29 positions, added to 92, reduced 71 and sold out of 27.
- Q3 2016: Stock TMO; Country of operation United States; Class Stock; Shares before 0.
- Q3 2016: Stock GPC; Country of operation United States; Class Stock; Shares before 0.
- Q3 2016: Stock CLX; Country of operation United States; Class Stock; Shares before 0.
- Q3 2016: Stock BDX; Country of operation United States; Class Stock; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1674623), 2 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-02); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-08). 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 2016-03-31. 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 | TMO
THERMO FISHER SCIENTIFIC INC COM | United States | Stock | 0 | 3,245 | +3,245 | $0 | $516,000 | +$516,000 | 2016-11-02 |
|---|
| Q3 2016 | GPC
GENUINE PARTS CO COM | United States | Stock | 0 | 4,212 | +4,212 | $0 | $423,000 | +$423,000 | 2016-11-02 |
|---|
| Q3 2016 | CLX
CLOROX CO DEL COM | United States | Stock | 0 | 2,815 | +2,815 | $0 | $352,000 | +$352,000 | 2016-11-02 |
|---|
| Q3 2016 | BDX
BECTON DICKINSON & CO COM | United States | Stock | 0 | 1,928 | +1,928 | $0 | $347,000 | +$347,000 | 2016-11-02 |
|---|
| Q3 2016 | QCOM
QUALCOMM INC COM | United States | Stock | 0 | 3,392 | +3,392 | $0 | $232,000 | +$232,000 | 2016-11-02 |
|---|
| Q3 2016 | GS
GOLDMAN SACHS GROUP INC COM | United States | Stock | 0 | 1,380 | +1,380 | $0 | $223,000 | +$223,000 | 2016-11-02 |
|---|
| Q3 2016 | SO
SOUTHERN CO COM | United States | Stock | 0 | 4,151 | +4,151 | $0 | $213,000 | +$213,000 | 2016-11-02 |
|---|
| Q3 2016 | HSY
HERSHEY CO COM | United States | Stock | 0 | 2,178 | +2,178 | $0 | $208,000 | +$208,000 | 2016-11-02 |
|---|
| Q3 2016 | HONZZZZ
HONEYWELL INTL INC COM | | Stock | 0 | 1,761 | +1,761 | $0 | $205,000 | +$205,000 | 2016-11-02 |
|---|
| Q3 2016 | RY
ROYAL BK CDA MONTREAL QUE COM | | Stock | 0 | 3,268 | +3,268 | $0 | $202,000 | +$202,000 | 2016-11-02 |
|---|
| Q3 2016 | GAB
GABELLI EQUITY TR INC COM | United States | CEF | 0 | 12,512 | +12,512 | $0 | $71,000 | +$71,000 | 2016-11-02 |
|---|
| Q2 2016 | GSBC
GREAT SOUTHN BANCORP INC COM | United States | Stock | 0 | 31,366 | +31,366 | $0 | $1,160,000 | +$1,160,000 | 2016-08-08 |
|---|
| Q2 2016 | LEG
LEGGETT & PLATT INC COM | United States | Stock | 0 | 8,745 | +8,745 | $0 | $447,000 | +$447,000 | 2016-08-08 |
|---|
| Q2 2016 | COP
CONOCOPHILLIPS COM | United States | Stock | 0 | 9,487 | +9,487 | $0 | $414,000 | +$414,000 | 2016-08-08 |
|---|
| Q2 2016 | AMGN
AMGEN INC COM | United States | Stock | 0 | 2,140 | +2,140 | $0 | $326,000 | +$326,000 | 2016-08-08 |
|---|
| Q2 2016 | PEG
PUBLIC SVC ENTERPRISE GROUP COM | United States | Stock | 0 | 6,222 | +6,222 | $0 | $290,000 | +$290,000 | 2016-08-08 |
|---|
| Q2 2016 | MCD
MCDONALDS CORP COM | United States | Stock | 0 | 2,211 | +2,211 | $0 | $266,000 | +$266,000 | 2016-08-08 |
|---|
| Q2 2016 | MTN
VAIL RESORTS INC COM | United States | Stock | 0 | 1,832 | +1,832 | $0 | $253,000 | +$253,000 | 2016-08-08 |
|---|
| Q2 2016 | OMC
OMNICOM GROUP INC COM | United States | Stock | 0 | 2,974 | +2,974 | $0 | $242,000 | +$242,000 | 2016-08-08 |
|---|
| Q2 2016 | KMB
KIMBERLY CLARK CORP COM | United States | Stock | 0 | 1,755 | +1,755 | $0 | $241,000 | +$241,000 | 2016-08-08 |
|---|
| Q2 2016 | AMN
AMN HEALTHCARE SERVICES INC COM | United States | Stock | 0 | 6,015 | +6,015 | $0 | $240,000 | +$240,000 | 2016-08-08 |
|---|
| Q2 2016 | GIS
GENERAL MLS INC COM | United States | Stock | 0 | 3,328 | +3,328 | $0 | $237,000 | +$237,000 | 2016-08-08 |
|---|
| Q2 2016 | DHR
DANAHER CORP DEL COM | United States | Stock | 0 | 2,292 | +2,292 | $0 | $231,000 | +$231,000 | 2016-08-08 |
|---|
| Q2 2016 | PSX
PHILLIPS 66 COM | United States | Stock | 0 | 2,856 | +2,856 | $0 | $227,000 | +$227,000 | 2016-08-08 |
|---|
| Q2 2016 | SRE
SEMPRA ENERGY COM | United States | Stock | 0 | 1,981 | +1,981 | $0 | $226,000 | +$226,000 | 2016-08-08 |
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| Q2 2016 | CVS
CVS HEALTH CORP COM | United States | Stock | 0 | 2,221 | +2,221 | $0 | $213,000 | +$213,000 | 2016-08-08 |
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| Q2 2016 | BMY
BRISTOL MYERS SQUIBB CO COM | United States | Stock | 0 | 2,727 | +2,727 | $0 | $201,000 | +$201,000 | 2016-08-08 |
|---|
| Q2 2016 | BXMX
NUVEEN S&P 500 BUY-WRITE INC COM | United States | CEF | 0 | 15,093 | +15,093 | $0 | $197,000 | +$197,000 | 2016-08-08 |
|---|
| Q2 2016 | FCX
FREEPORT-MCMORAN INC CL B | United States | Stock | 0 | 13,922 | +13,922 | $0 | $155,000 | +$155,000 | 2016-08-08 |
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