Core Insights - Warren Buffett's Berkshire Hathaway significantly reduced its bank stock holdings in Q1, completely selling its shares in Citigroup and Nu Holdings, while also decreasing its stake in Bank of America by 48.7 million shares [1][3] - The company increased its investment in Constellation Brands by 638,000 shares, representing a 113.5% increase, and added to its positions in Occidental Petroleum and Pool Corp [1][3] - As of March 31, Berkshire still held approximately 300 million shares of Apple, valued at $66.6 billion, which constitutes 25% of its total stock portfolio [1][2] Investment Activity - In Q1, Berkshire purchased $3.18 billion worth of stocks and sold $4.68 billion, marking the tenth consecutive quarter as a net seller of stocks [3] - The company ended the quarter with $347.7 billion in cash and cash equivalents [3] Leadership Transition - Buffett announced plans to step down as CEO by the end of the year, with Greg Abel set to take over, although Buffett will remain as chairman [4][5] - Buffett cited aging as a reason for his decision to resign, but emphasized his continued ability to make investment decisions [5]
巴菲特的最新调仓动作曝光！大手笔卖出银行股
Ge Long Hui·2025-05-16 07:48