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WSJ
186 days

Buffett’s Berkshire Holds On to Apple Shares, but Trims Stakes in BofA, Citi and Capital One - WSJ

1. Berkshire reduced positions in several financial stocks in Q4. 2. No shares of Apple were sold; still holds 300 million shares. 3. New position in Constellation Brands valued at $1.2 billion. 4. Berkshire sold shares of Ulta Beauty during portfolio adjustments. 5. Focus remains on Berkshire's strategy and upcoming annual letter insights.

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FAQ

Why Neutral?

Berkshire's financial stock repositioning is cautious, reflecting a neutral market stance.

How important is it?

The changes in investments indicate strategic shifts that could influence BRK's future value.

Why Long Term?

Investment strategy changes may impact long-term portfolio performance but are currently moderate.

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