Wilsey Asset Management Inc Q4 2022 vs. Q1 2023: A Look at the Top Gainers and Losers

The world of finance and investments is constantly changing, and it can be hard to keep up with all the latest changes. That's why it's important to stay informed about what's happening in the markets, especially when it comes to the holdings of top investors like Wilsey Asset Management Inc. In this blog post, we will take a closer look at the Q4 2022 vs. Q1 2023 13F Holdings Comparison of Wilsey Asset Management Inc and highlight some of the top gainers and losers from their portfolio.

Microsoft Corp (MSFT): +4.5%

One of the top gainers in Wilsey Asset Management Inc's portfolio is Microsoft Corp (MSFT). The tech giant saw an increase in shares from 128,048 in Q4 2022 to 111,315 in Q1 2023, which represents a 4.5% increase. The value of their holdings also rose from $30,708,000 to $32,092,000.

Tapestry Inc (TPR): -12.1%

On the other hand, Tapestry Inc (TPR) saw a significant decrease in shares from Wilsey Asset Management Inc's portfolio, dropping from 892,054 in Q4 2022 to 692,471 in Q1 2023, which represents a -12.1% change. The value of their holdings also dropped from $33,969,000 to $29,852,000.

General Motors Co (GM): +42.7%

General Motors Co (GM) was another big gainer in Wilsey Asset Management Inc's portfolio, with shares increasing from 516,197 in Q4 2022 to 675,328 in Q1 2023, representing a whopping 42.7% increase. The value of their holdings also rose from $17,364,000 to $24,771,000.

The Cigna Group (CI): -21%

Unfortunately, not all of Wilsey Asset Management Inc's holdings fared well. The Cigna Group (CI) saw a significant decrease in shares from 91,334 in Q4 2022 to 93,523 in Q1 2023, which represents a -21% change. The value of their holdings also dropped from $30,262,000 to $23,897,000.

Activision Blizzard Inc (ATVI): +16.1%

Activision Blizzard Inc (ATVI) saw an increase in shares from Wilsey Asset Management Inc's portfolio, rising from 283,102 in Q4 2022 to 293,894 in Q1 2023, representing a 16.1% change. The value of their holdings also rose from $21,671,000 to $25,154,000.

In conclusion, while Wilsey Asset Management Inc's portfolio saw both winners and losers in the Q4 2022 vs. Q1 2023 13F Holdings Comparison, it's clear that the tech industry and General Motors Co were among their top gainers. But as always, investing carries inherent risks, and past performance isn't always indicative of future results. It's vital to do your research and stay informed before making investment decisions.