Warren Buffett Dumps Wells Fargo, ជ្រើសរើស Citigroup

សេចក្តីសង្ខេប

• The guru entered eight new positions during the quarter, including two that were previously disclosed.
• He sold out of AbbVie
  អេប៊ីប៊ីវី
  , Bristol-Myers Squibb and Wells Fargo
  ទៅ WFC
  .

វរិនប៊ូហ្វេត (ជំនួញ, គេហទំព័រផ្ទាល់ខ្លួនក្រុមហ៊ុន Berkshire Hathaway Inc. (BRK.A, ហិរញ្ញវត្ថុ)(BRK.B, ហិរញ្ញវត្ថុ), disclosed its equity portfolio for the first quarter of 2022 on Monday.

With a hefty cash pile of over $140 billion to spend on stocks at the end of 2021, the renowned guru and his two portfolio managers, Ted Weschler and Todd Combs, disclosed a new stake in Occidental Petroleum
OXY
សាជីវកម្ម (OXY, ហិរញ្ញវត្ថុ) in March, which he has since added to. He also established a holding in HP
HPQ
Inc (HPQ, ហិរញ្ញវត្ថុ).

During the annual meeting, Buffett revealed he doubled down on the Apple
Apple បាន
Inc (Apple បាន, ហិរញ្ញវត្ថុ), Chevron
CLC
សាជីវកម្ម (CLC, ហិរញ្ញវត្ថុ) and Activision Blizzard
ATVI
Inc (ATVI, ហិរញ្ញវត្ថុ) មុខតំណែង។

Other notable buys for the quarter that were reported in the 13F filing included new investments in Citigroup
C
Inc (C, ហិរញ្ញវត្ថុ), Parmount Global (សម្រាប់, ហិរញ្ញវត្ថុ), Celanese
CE
សាជីវកម្ម (CE, ហិរញ្ញវត្ថុ), McKesson
MCK
សាជីវកម្ម (MCK, ហិរញ្ញវត្ថុ), Markel
MKL
សាជីវកម្ម (MKL, ហិរញ្ញវត្ថុ) និង Ally Financial
ទាំងអស់
Inc (ទាំងអស់, ហិរញ្ញវត្ថុ). He also added to Liberty Formula One Group (ហ្វវ៉ុន, ហិរញ្ញវត្ថុ), Floor & Décor Holdings Inc. (បញ្ចប់, ហិរញ្ញវត្ថុ), RH (RH, ហិរញ្ញវត្ថុ) and General Motors
GM
សហ។ (GM, ហិរញ្ញវត្ថុ).

In contrast to previous quarters, the value investor was a less active seller, paring back Verizon Communications
VZ
Inc (VZ, ហិរញ្ញវត្ថុ) and STORE Capital Corp. (ហាង, ហិរញ្ញវត្ថុ), along with two other existing investments, and selling out of AbbVie Inc. (អេប៊ីប៊ីវី, ហិរញ្ញវត្ថុ), Bristol-Myers Squibb Co. (ប៊ី, ហិរញ្ញវត្ថុ) and Wells Fargo & Co. (ទៅ WFC, ហិរញ្ញវត្ថុ).

វិនិយោគិនគួរតែដឹងថាឯកសារ 13F មិនផ្តល់រូបភាពពេញលេញនៃការកាន់កាប់របស់ក្រុមហ៊ុនទេ ព្រោះរបាយការណ៍រួមបញ្ចូលតែមុខតំណែងរបស់ខ្លួននៅក្នុងភាគហ៊ុនអាមេរិក និងបង្កាន់ដៃដាក់ប្រាក់របស់អាមេរិក ប៉ុន្តែរបាយការណ៍នៅតែអាចផ្តល់ព័ត៌មានដ៏មានតម្លៃ។ លើសពីនេះ របាយការណ៍ឆ្លុះបញ្ចាំងតែការជួញដូរ និងការកាន់កាប់ជាកាលបរិច្ឆេទនៃការដាក់ឯកសារចុងក្រោយបំផុត ដែលអាចឬមិនអាចធ្វើឡើងដោយក្រុមហ៊ុនរាយការណ៍នៅថ្ងៃនេះ ឬសូម្បីតែនៅពេលអត្ថបទនេះត្រូវបានបោះពុម្ពផ្សាយ។

ប្រាំរបស់ Berkshire ការកាន់កាប់ធំបំផុតដែលមានចំនួនជាងពាក់កណ្តាលនៃផលប័ត្រភាគហ៊ុនគឺ Apple, Bank of America
BAC
Corp. (BAC), American Express
AXP
Co. (AXP), Chevron and The Coca-Cola
KO
Co. (KO).

The guru’s $­363.55 billion equity portfolio consisted of 49 stocks as of March 31. A majority of the portfolio was invested in technology stocks at 45.03%, while the financial services sector has a weight of 27.19% and the consumer defensive space represents 11.29%.

Occidental Petroleum

As previously reported, Buffett disclosed a 29.8 million-share stake in Occidental Petroleum (OXY, ហិរញ្ញវត្ថុ), which has since been increased to over 143 million shares. The stock traded for an average price of $44.01 during the quarter.

The position currently occupies 2.26% of the equity portfolio and is now his eighth-largest holding.

The Houston-based oil and gas producer has a $64.31 billion market cap; its shares were trading around $67.57 on Tuesday with a price-earnings ratio of 9.97, a price-book ratio of 4.25 and a price-sales ratio of 2.25.

បន្ទាត់តម្លៃ GF
វ៉ាលី
suggests the stock is significantly overvalued currently based on historical ratios, past financial performance and future earnings projections.

HP

As reported last month, the Oracle of Omaha entered a 104.5 million-share stake in HP (HPQ, ហិរញ្ញវត្ថុ), allocating it to 1.04% of the equity portfolio. The stock traded for an average price of $36.94 per share during the quarter. He has since increased the holding to 120.9 million shares.

The personal computing and printing company has a $40.45 billion market cap; its shares were trading around $38.26 on Tuesday with a price-earnings ratio of 6.86 and a price-sales ratio of 0.69.

The GF Value Line indicates the stock is modestly overvalued currently.

ផ្លែប៉ោម

As he told Becky Quick, the guru snatched up 3.8 million shares of Apple (Apple បាន, ហិរញ្ញវត្ថុ) after a three-day decline, impacting the equity portfolio by 0.18% and expanding the position 0.43%.

ឥឡូវនេះគាត់កាន់កាប់ភាគហ៊ុនសរុបចំនួន 890.9 លាន ដែលស្មើនឹង 42.79% នៃផលប័ត្រភាគហ៊ុន។ GuruFocus ប៉ាន់ប្រមាណថាគាត់ទទួលបាន 281.89% លើការវិនិយោគរហូតមកដល់ពេលនេះ ដែលនៅតែជាភាគហ៊ុនធំបំផុតរបស់គាត់។

The tech giant headquartered in Cupertino, California, which is known for its electronics like the iPhone, iPad and Apple Watch, has a market cap of $2.39 trillion; its shares were trading around $147.91 on Tuesday with a price-earnings ratio of 24.01, a price-book ratio of 35.57 and a price-sales ratio of 6.36.

យោងតាមបន្ទាត់តម្លៃ GF ភាគហ៊ុននេះមានតម្លៃទាបតិចតួចនាពេលបច្ចុប្បន្ន។

ឈេហ្វរ៉ុន

With an impact of 5.42% on the equity portfolio, the investor boosted the Chevron (CLC, ហិរញ្ញវត្ថុ) stake by 316.21%, buying 120.9 million shares. During the quarter, the stock traded for an average per-share price of $143.03.

He now holds ­159.17 million shares total, accounting for 7.12% of the equity portfolio. GuruFocus estimates he has gained 30.52% on the investment so far, which is now his fourth-largest holding.

The San Ramon, California-based energy giant has a $343.74 billion market cap; its shares were trading around $174.95 on Tuesday with a price-earnings ratio of 16.45, a price-book ratio of 2.34 and a price-sales ratio of 1.91.

ដោយផ្អែកលើបន្ទាត់តម្លៃជីអេហ្វភាគហ៊ុនហាក់ដូចជាត្រូវបានវាយតម្លៃខ្ពស់បន្តិចនាពេលបច្ចុប្បន្ន។

Activision Blizzard

ប៉ះពាល់ផលប័ត្រភាគហ៊ុន 1.10%, Buffett បានជំរុញ Activision Blizzard (ATVI, ហិរញ្ញវត្ថុ) stake by 338.77%, buying 49.6 million shares. The stock traded for an average price of $77.76 per share during the quarter.

Berkshire now holds 64.3 million shares total, which represent 1.42% of the equity portfolio and is now the 10^th-largest holding. GuruFocus data shows he has gained an estimated 3.68% on the investment so far.

អ្នកបោះពុម្ពវីដេអូហ្គេមមានទីស្នាក់ការនៅ Santa Monica រដ្ឋកាលីហ្វ័រញ៉ា ដែលត្រូវបានទិញដោយក្រុមហ៊ុន Microsoft
MSFT
Corp. (MSFT), has a market cap of $61.14 billion; its shares were trading around $78.12 on Tuesday with a price-earnings ratio of 24.74, a price-book ratio of 3.43 and a price-sales ratio of 7.39.

The GF Value Line suggests the stock is currently fairly valued.

ក្រុមហ៊ុន Citigroup

Berkshire entered a 55.15 million-share stake in Citigroup (C, ហិរញ្ញវត្ថុ) ការលះបង់ 0.81% នៃផលប័ត្រភាគហ៊ុនទៅឱ្យការកាន់កាប់។ ភាគហ៊ុនត្រូវបានជួញដូរក្នុងតម្លៃជាមធ្យម 61.89 ដុល្លារក្នុងមួយត្រីមាស។

The New York-based bank has a $98.56 billion market cap; its shares were trading around $50.74 on Tuesday with a price-earnings ratio of 5.99, a price-book ratio of 0.56 and a price-sales ratio of 1.44.

យោងតាមបន្ទាត់តម្លៃ GF ភាគហ៊ុននេះមានតម្លៃទាបតិចតួចនាពេលបច្ចុប្បន្ន។

ក្រុមហ៊ុន Verizon

The Verizon (VZ, ហិរញ្ញវត្ថុ) position was slashed by 99.13%, with Berkshire selling 157.4 million shares. The transaction had an impact of -2.47% on the equity portfolio. During the quarter, the stock traded for an average per-share price of $52.99.

The firm now holds 1.4 million shares, which represent 0.02% of the equity portfolio. GuruFocus data shows he has lost an estimated 8.73% on the investment so far.

The telecommunications company headquartered in New York has a market cap of $206.01 billion; its shares were trading around $49.06 on Tuesday with a price-earnings ratio of 9.53, a price-book ratio of 2.45 and a price-sales ratio of 1.52.

ដោយផ្អែកលើបន្ទាត់តម្លៃ GF ភាគហ៊ុនហាក់ដូចជាមានតម្លៃទាបតិចតួចនាពេលបច្ចុប្បន្ន។

AbbVie

The firm sold its 3.03 million remaining shares of AbbVie (អេប៊ីប៊ីវី, ហិរញ្ញវត្ថុ), impacting the equity portfolio by -0.12%. The stock traded for an average price of $145.09 per share during the quarter.

According to GuruFocus, Berkshire gained 25.76% on the investment over its lifetime.

The Chicago-based biotech company has a $274.13 billion market cap; its shares were trading around $154.96 on Tuesday with a price-earnings ratio of 22.3, a price-book ratio of 16.86 and a price-sales ratio of 4.87.

បន្ទាត់តម្លៃ GF បង្ហាញថាភាគហ៊ុនបច្ចុប្បន្នមានតម្លៃលើសកម្រិតតិចតួច។

Wells Fargo

Having gradually reduced the holding over the past several years, Buffett dumped his remaining 675,054 shares of Wells Fargo (ទៅ WFC, ហិរញ្ញវត្ថុ), which had an impact of -0.01% on the equity portfolio. During the quarter, shares traded for an average price of $53.63 each.

The long-held investment, which at one point was the guru’s largest position, generated a 62.40% return based on GuruFocus data.

The bank, which is headquartered in San Francisco, has a market cap of $163.83 billion; its shares were trading around $43.23 on Tuesday with a price-earnings ratio of 8.99, a price-book ratio of 1.03 and a price-sales ratio of 2.24.

យោងតាមបន្ទាត់តម្លៃ GF ភាគហ៊ុននេះមានតម្លៃទាបតិចតួចនាពេលបច្ចុប្បន្ន។

សូមមើលផលប័ត្រដែលនៅសល់របស់ Buffett នៅ​ទីនេះ.

ការលាតត្រដាង

ខ្ញុំ/យើងមិនមានមុខតំណែងនៅក្នុងភាគហ៊ុនណាមួយដែលបានរៀបរាប់នោះទេ ហើយមិនមានគម្រោងទិញមុខតំណែងថ្មីណាមួយនៅក្នុងភាគហ៊ុនដែលបានរៀបរាប់ក្នុងរយៈពេល 72 ម៉ោងបន្ទាប់។