Investment Group's Q4 2022 vs. Q1 2023 13F Holdings: Apple and Microsoft Rise While Pfizer Drops

In the world of finance, change is inevitable, and Quad-Cities Investment Group, LLC is no exception. The firm's 13F holdings for Q4 2022 and Q1 2023 have undergone significant changes, with some companies seeing a rise in share value while others experienced a decrease. In this blog post, we'll take a closer look at Quad-Cities Investment Group's Q4 2022 vs. Q1 2023 13F holdings comparison and analyze the movements in the company's top holdings.

Top Holdings

Quad-Cities Investment Group's top holdings in Q1 2023 included Apple Inc. (AAPL), with 78,213 shares worth $12,897 million, and First Tr Exch Traded FD III (FPE), with 417,545 shares worth $6,664 million. Meanwhile, Microsoft Corp (MSFT) had 12,170 shares worth $3,508 million, placing it as the fourth-highest holding of the firm. In contrast, the top holding in Q4 2022 of Quad-Cities Investment Group was First Tr Exch Traded FD III (FPE), with 409,536 shares worth $6,880 million.

Apple Inc. rises, while Pfizer Inc. falls

Apple Inc.'s shares increased slightly by 24.8%, with a difference of 1,300 shares and a 24.8% increase in value. In contrast, Pfizer Inc. (PFE) had a substantial loss in Q1 2023, falling -23.2% in value, with 247,759 shares worth $974 million. Moreover, the quantitative value of its shares decreased by 7.2%, with a difference of 863 shares.

Microsoft Corp. increased by 17.6%

Microsoft Corp (MSFT) saw a significant increase in value, with a 17.6% rise in share value. However, it had a slight quantitative loss of 274 shares, with 12,170 shares worth $3,508 million in Q1 2023. In contrast, the second-highest holding of the firm, First Tr Exch Traded FD III (FPE), had a quantitative gain of 8,009 shares, but a decline of -3.1% in value.

Conclusion

The Quad-Cities Investment Group LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison shows us that even the most successful companies in a portfolio can experience a decline, and vice versa. From this comparison, we can conclude that Apple Inc. and Microsoft Corp. are some of the few companies in Quad-Cities Investment Group's portfolio showing signs of growth, while Pfizer Inc. had the most substantial decrease in both value and shares.

It is essential to keep a close eye on the movements of these holdings, as they can give investors valuable insight into the current market trends and help shape investment strategies. As changes in Quad-Cities Investment Group's 13F holdings continue, stay tuned for more updates to come.