Uncommon Cents Investing LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Introduction

Investing in the stock market is both an art and a science. It requires careful analysis, research, and decision-making. Uncommon Cents Investing LLC has recently released its Q1 2023 and Q2 2023 13F Holdings, showcasing the changes in their investment portfolio. In this article, we will delve into the data provided, analyzing the shifts in holdings, and exploring the potential impact on the companies involved.

Microsoft Corp: A Steady Performance

One of the notable holdings of Uncommon Cents Investing LLC is Microsoft Corp. In Q1 2023, they held 33,838 shares, which slightly decreased to 33,678 shares in Q2 2023. Despite the minor decrease, Microsoft Corp remains a strong and stable investment option. With a value of $9,755,000 in Q1 and $11,468,000 in Q2, the company experienced a 17.6% increase in value. This growth can be attributed to the consistent performance and innovation of Microsoft in the technology industry.

ASA Gold and Precious Mtls L: A Slight Decline

Uncommon Cents Investing LLC also holds shares in ASA Gold and Precious Mtls L. In Q1 2023, they possessed 568,024 shares of the company, which decreased to 566,714 shares in Q2 2023. Additionally, the value of their holdings dropped from $9,105,000 in Q1 to $8,427,000 in Q2, representing a 7.5% decrease. The decline in value can be attributed to various factors affecting the gold and precious metals industry during that period.

Kroger Co: Holding Steady

Kroger Co remained steady in Uncommon Cents Investing LLC's portfolio. The number of shares held in Q1 2023 was 178,580, slightly decreasing to 176,955 shares in Q2 2023. Despite the marginal decrease in shares, the value of their holdings only dropped by 5.7% from $8,816,000 in Q1 to $8,316,000 in Q2. Kroger Co's consistent performance and strong market position contribute to its stability as an investment option.

Archer Daniels Midland Co: Weathering the Storm

Uncommon Cents Investing LLC had holdings in Archer Daniels Midland Co. The number of shares held remained relatively stable, with 86,245 in Q1 2023 and 84,990 in Q2 2023. The value of the holdings experienced a slight decrease of 6.5% from $6,870,000 in Q1 to $6,421,000 in Q2. The company's ability to withstand market fluctuations positions it as a reliable investment choice, even in challenging times.

Weyerhaeuser Co MTN BE: A Promising Growth

One of the notable changes in Uncommon Cents Investing LLC's portfolio is the increase in holdings of Weyerhaeuser Co MTN BE. They held 189,409 shares in Q1 2023, which grew to 188,919 shares in Q2. The value of their holdings experienced a substantial 10.9% increase from $5,706,000 in Q1 to $6,330,000 in Q2. Weyerhaeuser Co MTN BE's positive performance indicates promising growth potential.

Analyzing the Overall Picture

Uncommon Cents Investing LLC's Q1 2023 vs. Q2 2023 13F Holdings Comparison reveals a mix of stability, minor fluctuations, and promising growth. While some holdings experienced slight declines, others showed remarkable resilience and significant increases in value. It is crucial for investors to regularly assess their portfolios, ensuring a diversified mix of investments to mitigate risk and maximize potential returns.

Conclusion

Uncommon Cents Investing LLC's Q1 2023 vs. Q2 2023 13F Holdings Comparison sheds light on the ever-changing nature of the stock market. Despite the minor fluctuations and declines observed in some holdings, there are also instances of stability and promising growth. Investors should consistently monitor their portfolios, making informed decisions in response to market dynamics. By staying informed and adapting to change, investors can navigate the complexities of the stock market and potentially achieve their financial goals.