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Taylor Hoffman Wealth Management Q3 2022 vs. Q4 2022 13F Holdings Comparison

Ava Hoppe | 14 May, 2023

The third quarter of 2022 seemed to be a period of stability for Taylor Hoffman Wealth Management's investments, but their fourth-quarter 13F filings reveal significant shifts in their portfolio. In this article, we will take a closer look at Taylor Hoffman's Q3 2022 vs. Q4 2022 13F holdings, highlighting the companies they have bought, held, and sold.

Let's start by examining Taylor Hoffman's biggest moves in Q4 2022. It appears Taylor Hoffman's biggest sale in this period was their holding in Apple Inc. (AAPL). The investment management company sold 961 shares, which represents a 6.9% reduction in the value of their AAPL position from Q3 2022. While it may seem like a bold move to sell shares of Apple, it is worth noting that the stock has been experiencing some turbulence in recent months.

Another notable sale Taylor Hoffman made in Q4 2022 was Procter and Gamble Co. (PG). The firm sold 5,436 shares of the consumer goods giant, reducing their holding by over 16.5%. However, despite these sales, Taylor Hoffman still holds Apple and Procter & Gamble in their portfolio.

Moving on to the companies that Taylor Hoffman Wealth Management bought in Q4 2022, let's take a closer look at the companies that impressed them. It is worth noting that the firm purchased shares of Alphabet Inc. (GOOGL), a company that offers a range of internet products and services. The investment management company bought 18,402 shares of the company to bring their total position to 49,762 shares. The jump in the size of Taylor Hoffman's holdings in Alphabet may suggest that they are confident in the company's future potential.

Taylor Hoffman's purchases of companies involved in technology and data management also stand out. The firm bought 4,370 shares of Snap-On Inc. (SNA) and 4,072 shares of Adobe Systems Incorporated (ADBE), indicating their growing interest in companies that provide software solutions.

Despite increasing their holdings in some companies, Taylor Hoffman reduced their positions in others. For instance, Taylor Hoffman sold 50,339 shares of Dominion Energy Inc. (D) last quarter, representing a 69.3% reduction in their position compared to Q3 2022.

In conclusion, Taylor Hoffman's Q4 2022 13F filings reveal some significant shifts in their holdings, both in terms of investments they sold and those they bought in the last quarter. Taylor Hoffman's revamped portfolio may suggest that they are bullish on certain industries, technologies, or companies. Whether these moves result in future gains or losses remains to be seen, but it will be fascinating to track the changes in their holdings in the coming months.

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