Investing in 2023: Analyzing Well Done LLC's Q4 Holdings Vs Q1 Holdings

Investing is all about analyzing the market trends and taking a calculated risk. The year 2022 ended on an optimistic note for investors, and most of them were curious about what the new year 2023 would bring. This curiosity led us to analyze Well Done LLC's Q4 holdings versus its Q1 holdings for 2023.

Well Done LLC is known for its smart investment strategies and impressive returns. We analyzed the holdings of the company for Q4 2022 and Q1 2023 and found some interesting trends. In this article, we will discuss the significant changes in the company's holdings between these two quarters.

Firstly, let's talk about the stocks that remained constant in both the quarters. Two significant holdings that remained unchanged were Berkshire Hathaway and iShares TR. Berkshire Hathaway held 119 shares of class A and 37,274 shares of class B. Similarly, iShares TR had five holdings that remained the same in Q4 and Q1, namely iShares TR, iShares Inc, InvESCO Exchange Traded Fd T, InvESCO Exch Trd Slf Idx FD, and WisdomTree TR.

Moving on to the stocks that saw a decrease in holdings percentage. Microsft Corp saw a decrease in holding by 21.3%, and Ishares Inc, INVESCO Exchange Traded Fund, The Vanguard World Fund saw a decrease of 30.4%, 27.2%, and 24.1%, respectively.

On the other hand, several stocks in the Well Done LLC holdings saw an increase in their holdings percentage. The most significant increase was in the IShares Gold TR, which saw a whopping 328.8% increase in holdings percentage. In terms of value, the main changes occurred in iShares QUAL, INVESCO EXCHANGE, and iShares TR. The value of iShares QUAL increased by 5.8% to $39110, and the value of INVESCO EXCHANGE increased by 7.8% to $4973. The value of iShares TR decreased by 1.6% to $3654.

There were some new holdings that the company added in Q1'23, such as Ishares Trust and Pacer FDS TR. Similarly, the company got rid of a few holdings like Ishares Trust, InvESCO Exch Traded FD TR II, and Ishares TR.

In conclusion, even though there were some minor variations in Well Done LLC's Q4 holdings versus its Q1 holdings, the company continues to remain steady with a diversified portfolio. However, as an investor, one must continue to follow the market trends and invest strategically for long-term growth and profits.