The Rise and Fall of DORCHESTER WEALTH MANAGEMENT Co Q4 2022 vs. Q1 2023 13F Holdings: A Deep Dive Analysis

Investing in stocks is a volatile business. A company's profits and losses can drastically affect its stock price, which, in turn, affects the portfolio of investors who hold those stocks. Dorchester Wealth Management Co, a leading investment management firm, holds many stocks in its portfolio. In this article, we'll be taking a close look at Dorchester Wealth Management Co's Q4 2022 vs. Q1 2023 13F holdings comparison.

In Q4 2022, Dorchester Wealth Management Co held over 40% of its portfolio in Apple Inc (AAPL). However, in Q1 2023, this percentage increased to over 46%, representing a 40.8% increase in the number of shares held. Following Apple Inc on the list of most-held stocks is Royal Bank CDA Sustainabl (RY.TO), with 38% increase in the number of shares held, while Toronto Dominion BK Ont and Bank Montreal Que round off the top four most-held stocks.

The energy sector took a hit in Q1 2023, with oil and gas companies experiencing a decline in both the number of shares held and their overall value. Among the oil and gas companies that experienced this decline were Suncor Energy Inc New and Cenovus Energy Inc.

Other stocks held in the Dorchester Wealth Management Co portfolio that experienced significant gains in Q1 2023 include Open Text Corp with a 46.8% increase in the number of shares held, FedEx Corp which experienced a 34% increase in the number of shares held, and Select Sector SPDR TR which experienced a 23.1% increase in the number of shares held.

Although most of the stocks in the Dorchester Wealth Management Co portfolio experienced gains in the number of shares held, some stocks in the portfolio experienced declines. UnitedHealth Group Inc, for example, experienced a 3.7% decline in the number of shares held, while Pfizer Inc and Procter and Gamble Co experienced declines of 3.5% and 108.1%, respectively.

Overall, the portfolio of Dorchester Wealth Management Co experienced an increase in the value of holdings from $327,429,000 in Q4 2022 to $355,707,000 in Q1 2023, representing a 8.6% growth.

In conclusion, the stock holdings of Dorchester Wealth Management Co have changed significantly from Q4 2022 to Q1 2023, with some stocks experiencing significant gains, while others incurred losses. This is a clear indication of how the value of stocks in a portfolio can change drastically over a short period. Regardless of these changes, the prudent investor continues to monitor their holdings and take actions to prevent significant losses.