Butensky & Cohen Financial Security, Inc Q1 2023 vs. Q2 2023 13F Holdings Comparison

Introduction:

The first and second quarters of 2023 have brought significant changes in the holdings of Butensky & Cohen Financial Security, Inc. This comparison highlights the differences in share quantity and value between the two periods. Analyzing these changes can provide valuable insights into the investment strategy of this esteemed financial institution. Let's dive into the details and explore the shifting landscape of their portfolio.

Apple Inc (AAPL):

In Q1 2023, Butensky & Cohen held 29,174 shares of Apple Inc, worth $4,810,000. However, their holdings decreased by 9.0% in Q2 2023, with 26,577 shares valued at $5,155,000. Despite this reduction, Apple remains a substantial part of their portfolio.

KLA Corp (KLAC):

Butensky & Cohen's stake in KLA Corp fell by 14.3% in Q2 2023. They held 11,882 shares worth $4,742,000 in Q1 2023, which decreased to 10,179 shares valued at $4,937,000 in Q2 2023.

Cisco Systems Inc (CSCO):

There was a modest decrease of 3.4% in Butensky & Cohen's holdings of Cisco Systems Inc. They owned 96,653 shares worth $5,052,000 in Q1 2023, which declined to 93,387 shares valued at $4,831,000 in Q2 2023.

McKesson Corp (MCK):

Butensky & Cohen's stake in McKesson Corp increased by 12.1% in Q2 2023. They held 12,631 shares worth $4,497,000 in Q1 2023, which grew to 11,246 shares valued at $4,805,000 in Q2 2023.

Microsoft Corp (MSFT):

The holdings of Microsoft Corp in Butensky & Cohen's portfolio experienced a decline of 9.4%. They owned 15,579 shares worth $4,491,000 in Q1 2023, which reduced to 14,105 shares valued at $4,803,000 in Q2 2023.

Unilever PLC (UL):

The Q2 2023 holdings of Unilever PLC in Butensky & Cohen's portfolio fell by 6.9%. They held 98,822 shares worth $5,131,000 in Q1 2023, which decreased to 92,064 shares valued at $4,799,000 in Q2 2023.

MSC Industrial Direct Inc (MSM):

Butensky & Cohen's stake in MSC Industrial Direct Inc decreased by 8.9% in Q2 2023. They owned 55,265 shares worth $4,642,000 in Q1 2023, which declined to 50,350 shares valued at $4,797,000 in Q2 2023.

Molson Coors Beverage Co (TAP):

The holdings of Molson Coors Beverage Co in Butensky & Cohen's portfolio experienced a 14.6% decrease. They owned 84,250 shares worth $4,354,000 in Q1 2023, which reduced to 71,893 shares valued at $4,733,000 in Q2 2023.

Oracle Corporation (ORCL):

There was a minor decrease of 8.7% in Butensky & Cohen's holdings of Oracle Corporation. They owned 48,776 shares worth $4,532,000 in Q1 2023, which declined to 38,723 shares valued at $4,611,000 in Q2 2023.

Aflac Inc (AFL):

The Q2 2023 holdings of Aflac Inc in Butensky & Cohen's portfolio fell by 4.9%. They held 68,862 shares worth $4,442,000 in Q1 2023, which decreased to 66,004 shares valued at $4,607,000 in Q2 2023.

Conclusion:

The data reveals significant fluctuations in Butensky & Cohen's portfolio from Q1 2023 to Q2 2023. While some holdings experienced a decrease, others witnessed growth. These shifts reflect the dynamic nature of the financial market and the evolving investment strategies employed by Butensky & Cohen Financial Security, Inc. As the investment landscape continues to change, it will be interesting to see how their portfolio evolves and adapts to these new developments.

Please note that this article is based on hypothetical data and does not reflect actual holdings or investments.