Group 1 - Berkshire Hathaway has significantly reduced its positions in technology and banking, particularly cutting back on its holdings in Apple and Bank of America [1] - Since the summer of 2023, Berkshire's stake in Apple has decreased by over 75%, yet it remains the largest holding with a market value of $60.3 billion [1] - The market value gap between Apple and the second-largest holding, American Express, has narrowed from $150 billion to less than $8 billion [1] Group 2 - Berkshire has increased its investments in Chevron and insurance giant Chubb, and has re-entered the newspaper sector by purchasing shares in The New York Times for the first time in six years [1] - Berkshire's subsidiary, PacifiCorp, has agreed to pay $575 million to settle claims from the federal government related to wildfires it caused [1]
巴菲特CEO生涯最后一季:伯克希尔成为股票净卖出者