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Baldwin Brothers LLC/Ma Q1 2023 vs. Q2 2023 13F Holdings Comparison

Ava Hoppe | 17 July, 2023

Investment firms are constantly monitoring their holdings to ensure they are making the most strategic and profitable decisions for their clients. One such firm, Baldwin Brothers LLC/Ma, recently released their Q1 2023 and Q2 2023 13F Holdings comparison, revealing some interesting changes in their portfolio. In this article, we will delve into the details of these changes and examine the potential implications for investors.

Apple Inc (AAPL):

In the first quarter of 2023, Baldwin Brothers LLC/Ma held 456,036 shares of Apple Inc, with a value of $75,200,000. However, in the second quarter of 2023, their holdings decreased to 442,102 shares, with a value of $85,754,000. This represents a 14% decrease in the number of shares held.

Microsoft Corp (MSFT):

Baldwin Brothers LLC/Ma also made some adjustments to their Microsoft Corp holdings. In Q1 2023, they held 222,762 shares, worth $64,222,000. However, in Q2 2023, their holdings decreased to 201,555 shares, valued at $68,637,000. This translates to a 6.9% decrease in the number of shares held.

Amazon.com Inc (AMZN):

The investment firm's holdings in Amazon.com Inc also saw a slight decrease. In Q1 2023, they held 370,396 shares worth $38,258,000. By Q2 2023, their holdings had diminished to 367,739 shares valued at $47,938,000. This represents a 25.3% increase in the value of their Amazon.com Inc holdings.

Alphabet Inc (GOOGL):

Baldwin Brothers LLC/Ma's holdings in Alphabet Inc, the parent company of Google, also experienced a change. In Q1 2023, they held 384,484 shares worth $39,882,000. In Q2 2023, their holdings decreased to 370,862 shares valued at $44,392,000. This represents an 11.3% decrease in the number of shares held.

These are just a few examples of the changes Baldwin Brothers LLC/Ma made to their portfolio. It is important to note that these adjustments could be driven by a variety of factors, such as market conditions, changes in company performance, or the investment firm's strategy. Investors should consider these changes when evaluating their own investment decisions and consult with their financial advisors for personalized advice.

In conclusion, Baldwin Brothers LLC/Ma's Q1 2023 vs. Q2 2023 13F Holdings comparison reveals some noteworthy shifts in their portfolio. While some holdings experienced decreases, others saw increases in value. These changes reflect the ever-evolving nature of the investment landscape, highlighting the importance of closely monitoring and adjusting investment strategies. As always, investors should conduct their own thorough research and seek professional advice before making any investment decisions.

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