Core Insights - Berkshire Hathaway, led by Warren Buffett, has completely exited its position in Citigroup during the first quarter [1] - The company has reduced its stake in Bank of America while maintaining significant investments in Apple, American Express, Coca-Cola, Bank of America, and Chevron [1] Company Actions - Berkshire Hathaway has sold all shares of Citigroup, indicating a strategic shift away from this financial institution [1] - The reduction in Bank of America holdings suggests a cautious approach towards the banking sector [1] - The firm continues to heavily invest in technology and consumer goods, with Apple and Coca-Cola being key holdings [1] Investment Strategy - The focus on maintaining large positions in Apple and American Express highlights a preference for companies with strong brand loyalty and growth potential [1] - The investment in Chevron reflects an interest in energy sector stability amidst fluctuating market conditions [1]
13F报告显示,巴菲特旗下伯克希尔哈撒韦一季度清仓花旗,减持美国银行,重仓苹果、美国运通、可口可乐、美银、雪佛龙。