Burleson & Company, LLC's Q3 and Q4 13F Holdings Comparison Reveals Surprising Portfolio Shifts

As we near the end of 2022, Burleson & Company, LLC's Q3 and Q4 13F holdings comparison shows some interesting shifts in their portfolio. The data, which compares the number of shares owned and the value of those shares between Q3 and Q4 of 2022, shows that while the company made some gains, they also experienced some significant losses.

One of the biggest losses for Burleson & Company, LLC was in their holdings of Apple Inc (AAPL). The company unloaded 40,646 shares of the tech giant, dropping their holdings from 177,036 in Q3 to 136,390 in Q4. This resulted in a loss of over 27%, as the value of those shares dropped from $24,466,000 to $17,721,000. This shift is likely due to the ongoing supply chain issues and production delays that have plagued Apple in recent months.

Another major loss for the company was in their holdings of Amazon.com Inc (AMZN). Burleson & Company, LLC sold off over 66,000 shares of the e-commerce giant, dropping their holdings from 201,437 in Q3 to just 135,171 in Q4. This resulted in a loss of over 50%, as the value of those shares dropped from $22,762,000 to $11,354,000. This shift is likely due to increasing regulatory scrutiny of Amazon's practices, as well as concerns over the company's ability to maintain its rapid growth in the face of increased competition.

Teska Inc. (TSLA) was another stock that saw a significant drop in Burleson & Company, LLC's holdings. The company sold off over 9,000 shares of the electric vehicle maker, dropping their holdings from 129,036 to 119,590. This resulted in a loss of over 57%, as the value of those shares dropped from $34,227,000 to just $14,731,000. This shift is likely due to concerns over the company's production capacity and the increasing competition in the electric vehicle market.

Despite these losses, Burleson & Company, LLC did make some gains in their portfolio. One of their biggest gains was in their holdings of United Parcel Service Inc (UPS). The company added over 7,800 shares of the delivery giant, increasing their holdings from just 8,923 in Q3 to 16,790 in Q4. This resulted in a gain of over 102%, as the value of those shares increased from $1,441,000 to $2,918,000. This shift is likely due to the increased demand for delivery services during the holiday season and the company's strong financial performance.

Procter & Gamble Co (PG) was another stock that saw a significant increase in Burleson & Company, LLC's holdings. The company added over 2,700 shares of the consumer goods giant, increasing their holdings from 28,301 in Q3 to 31,082 in Q4. This resulted in a gain of over 31%, as the value of those shares increased from $3,573,000 to $4,710,000. This shift is likely due to the company's strong financial performance and the continued demand for consumer goods amid the ongoing pandemic.

Overall, Burleson & Company, LLC's Q3 and Q4 13F holdings comparison shows that while the company experienced some significant losses, they also made some gains in their portfolio. As always, it's important for investors to keep an eye on these shifts in holdings and stay informed about the underlying factors driving them.