Core Insights - Berkshire Hathaway, led by Warren Buffett, may have quietly reduced its substantial Apple holdings in Q3, as indicated by a regulatory filing [1] - The cost basis of Berkshire's consumer goods stock holdings decreased by approximately $1.2 billion compared to the previous quarter, primarily reflecting further reductions in Apple stock [1] - Apple's stock price surged over 24% in Q3, providing an attractive profit-taking opportunity for Buffett [1] - In 2024, Buffett notably sold two-thirds of Berkshire's Apple position, following another reduction in Q2 [1] - Estimates suggest that Buffett's decision to sell two-thirds of the Apple holdings resulted in Berkshire missing out on approximately $50 billion in potential gains due to the recent surge in Apple's stock price [1]
巴菲特Q3或进一步减持了苹果股票