Group 1 - Berkshire Hathaway's share price is showing bearish technical signals, spending six consecutive weeks below its 200-day moving average, indicating potential long-term weakness [1][4] - The stock is currently consolidating under the long-term trend line after a significant pullback from record highs, reminiscent of the late-2022 base that preceded a strong rally [2] - A decisive close above the 200-day moving average would signal a trend resumption, while continued rejection could lead to a deeper retracement [4] Group 2 - Since Warren Buffett announced his intention to step down as CEO at the end of 2025, the stock has declined approximately 11%, although it remains up nearly 6% year-to-date, trading at $477 [5] - In the second quarter, Berkshire made significant portfolio moves, including a new $1.6 billion stake in UnitedHealth, which positively impacted the stock [7] - Berkshire initiated smaller positions in Allegion, D.R. Horton, Lamar Advertising, and Nucor, while fully exiting T-Mobile and reducing its Charter Communications holding by nearly half [7] Group 3 - Adjustments to core holdings included trimming 20 million shares from its approximately 300 million Apple stake and selling 26 million of its 630 million Bank of America shares [8] - Berkshire added 3 million shares of Chevron while maintaining long-standing positions in Coca-Cola and American Express [8] - Homebuilders emerged as a theme, with Berkshire increasing its stake in Lennar to about 7 million shares from just 150,000, indicating a portfolio tilt towards healthcare, energy, and housing [9]