Berkshire Hathaway ប្រព្រឹត្តិបទល្មើសនៅក្នុងទីផ្សារភាគហ៊ុន។ តើវាបានទិញអ្វីក្រៅពី Apple?| អាជីវកម្មប្រចាំថ្ងៃរបស់វិនិយោគិន

Warren Buffett របស់ Berkshire Hathaway (BRKB) turned into an active buyer of stocks during the volatile first quarter, especially in the quarter’s final six weeks, after a long stretch of muted purchases.

Investors already know that Buffett’s Berkshire doubled down on ឈេហ្វរ៉ុន (CLC) in Q1 and has been snapping up Occidental Petroleum (OXY) with oil prices near highs. The conglomerate also added to top holding ផ្លែប៉ោម (Apple បាន) during the stock’s Q1 sell-off, and bought more shares of Activision Blizzard (ATVI).

អ្វី​ដែល Warren Buffett បាន​ទិញ​លក់​ក្នុង​ត្រីមាសទី 1

But a regulatory 13F filing late Monday will detail changes to ភាគហ៊ុន Dow របស់ Warren Buffett - ផលប័ត្រធ្ងន់, including what else it bought and what it sold, in Q1’s tech-led bloodbath.

Investing legend Warren Buffett has a long-term track record of beating the market with his picks. The Berkshire chief tends to be a buy-and-hold investor, with news of his buys and sells sometimes driving big stock moves.

នៅ 2021, Berkshire Hathaway mostly played defense as the stock market marched higher, while its hefty cash pile remained elevated. Buffett famously hates overpaying for stocks or businesses.

In Q1, he “bought the dip,” betting big that energy prices will stay high. Berkshire’s total investment in Occidental and Chevron now exceeds $42 billion, a relatively large investment in the energy sector.

“The acceleration in investment activity has been a welcome surprise,” Edward Jones analyst James Shanahan wrote in an April 30 note. In Q1, Berkshire’s net stock buys exceeded $41 billion vs. net sales of $7 billion during 2021, Shanahan said. It also repurchased $3.2 billion of Berkshire shares. Amid those moves, its cash balance shrank by $40 billion from the end of 2021 to $106 billion at the end of March.

In recent quarters, Berkshire Hathaway cut or exited several drug and payment stocks. Investors will soon learn if ទីក្រុង Bristol Myers Squibb (ប៊ី), AbbVie (អេប៊ីប៊ីវី) និង ផារផាម៉ា (អរអឹមភីអេច) ក៏ដូចជា។ ទិដ្ឋាការ (V) និង ម៉ាស្ទ័ (MA) got further pared. The drug stocks saw especially big cuts in Q4 2021.

ក្រុមហ៊ុន Berkshire Hathaway Stock Holdings កំពូល

Besides Apple, ធនាគារអាមេរិច (BAC), អាមេរិចប្រេស (AXP), កូកាកូឡា (KO) និង ខេហ្វហីនហ្សិន (គ។ ក) count among Berkshire’s biggest stock holdings by value. A smaller but notable holding is Amazon (AMZN).

The quarterly 13F will soon show if the company added to any of those top holdings, after holding them steady in Q4 2021.

The regulatory filing is a required disclosure for institutional investors managing more than $100 million in assets. Some investors use 13F filings to assess how the “smart money” is betting in the stock market.

B-class shares of Berkshire stock edged up 0.3% on the ផ្សារភាគហ៊ុនថ្ងៃនេះ. Apple stock traded effectively flat.

Check back for updates on Berkshire’s Q1 buys and sells after Monday’s close.

ស្វែងរក Aparna Narayanan នៅលើ Twitter នៅ @IBD_ អាប៉ាណា.

អ្នកអាចចូលចិត្ដបាន:

ស្តុកវ៉េនប៊ឺតៈតើមានអ្វីនៅខាងក្នុងប៊្លុកសាសហាហាតវេយរបស់ផលប័ត្រ?

ទាំងនេះគឺជាស្តុកល្អបំផុតទាំង ៥ ដើម្បីទិញនិងមើលឥឡូវនេះ

ភាគហ៊ុនដែលត្រូវមើល៖ IPOs ដែលមានការចាប់អារម្មណ៍ខ្ពស់និងភាគហ៊ុនធំ

សែ្វងរកស្តុកថ្មីៗបំផុតដែលកំពុងទិញតំបន់ដែលមានម៉ាឃិត

ហេតុអ្វីបានជាឧបករណ៍ IBD នេះងាយស្រួលស្វែងរកការស្វែងរកភាគហ៊ុនកំពូល