But if... war is coming? Globa

But if... war is coming? Global war: Iran - Israel, Russia - Ukraine, Poland, Baltics, rest of Europe, North - South Koreas, China - Taiwan and of course US vs all bad guys countries. Than we got the answer about WB sell off moves.

Why Did Warren Buffett Sell More Apple Shares?

Berkshire Hathaway's Shareholdings

Berkshire Hathaway, the multinational conglomerate headed by Warren Buffett, disclosed its shareholdings as of September 30. The company owned $69.9 billion of Apple shares, $41.1 billion of American Express shares, $17.5 billion of Chevron shares, and $28.7 billion of Coca-Cola shares. Additionally, it was revealed that 70% of the aggregate fair value of Berkshire Hathaway's equity investments was concentrated in American Express, Apple, Bank of America, Chevron, and Coca-Cola.

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The company owned $69.9 billion of Apple shares, $41.1 billion of American Express shares, $17.5 billion of Chevron shares, and $28.7 billion of Coca-Cola shares. Additionally, it was revealed that 70% of the aggregate fair value of Berkshire Hathaway's equity investments was concentrated in American Express, Apple, Bank of America, Chevron, and Coca-Cola."}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>But if... war is coming? Global war: Iran - Israel, Russia - Ukraine, Poland, Baltics, rest of Europe, North - South Koreas, China - Taiwan and of course US vs all bad guys countries. Than we got the answer about WB sell off moves.</p></body></html>","htmlText":"<html><head></head><body><p>But if... war is coming? Global war: Iran - Israel, Russia - Ukraine, Poland, Baltics, rest of Europe, North - South Koreas, China - Taiwan and of course US vs all bad guys countries. Than we got the answer about WB sell off moves.</p></body></html>","text":"But if... war is coming? Global war: Iran - Israel, Russia - Ukraine, Poland, Baltics, rest of Europe, North - South Koreas, China - Taiwan and of course US vs all bad guys countries. Than we got the answer about WB sell off moves.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/367374389674320","repostId":2480888348,"repostType":2,"repost":{"id":"2480888348","kind":"highlight","pubTimestamp":1730689392,"share":"https://www.laohu8.com/m/news/2480888348?lang=&edition=full","pubTime":"2024-11-04 11:03","market":"us","language":"en","title":"Why Did Warren Buffett Sell More Apple Shares?","url":"https://stock-news.laohu8.com/highlight/detail?id=2480888348","media":"Motley Fool","summary":"If only we were a neuron located inside Warren Buffett's investment cortex. One could only imagine the colosseum of knowledge available on markets.  Without the benefit of this location – or having a direct seat on Berkshire's investment committee – we won't exactly know why Buffett sold down the Apple stake, until the famed investor tells us so. The sales come after Apple reported its Q4 earnings last week, posting revenue growth of 6% to $95 billion. In total, Berkshire has sold more than 600 million shares in the iPhone maker this year. But this isn't the first time Warren Buffett has trimmed Berkshire's Apple position. Nor should it come as a major surprise, given his language at the AGM on locking in gains while federal capital gains taxes remain lower. And even after this major sell-off, Apple remains Berkshire's largest stock holding, valued at nearly US$70 billion. But the conglomerate's strategy here adds to a list of stock sales made this month, including selling downBank of ","content":"<html><head></head><body><p>Does Buffett know something we don&#39;t?</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6ae6154c15ac99b09cf8b75cbff05bb2\" alt=\"Image source: Getty Images\" title=\"Image source: Getty Images\" tg-width=\"1200\" tg-height=\"675\"/><span>Image source: Getty Images</span></p><p style=\"text-align: start;\">Warren Buffett, the legendary investor behind <strong>Berkshire Hathaway Inc </strong>(NYSE: BRK.A) (NYSE: BRK.B), has recently made a series of bold moves with the conglomerate&#39;s portfolio.</p><p style=\"text-align: start;\">The famed capitalist has reduced the firm&#39;s stake in <strong>Apple Inc</strong> (NASDAQ: AAPL), selling around 100 million Apple shares according to Berkshire filings.</p><p style=\"text-align: start;\">In total, this represents about 25% of Berkshire&#39;s stake. Let&#39;s dive in and see. Berkshire&#39;s performance is seen alongside Apple for 2024 in the chart below.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe0bf4b22a37feea32e94de5ca2a47e1\" tg-width=\"1218\" tg-height=\"620\"/></p><h2 id=\"h-why-is-warren-buffett-selling-apple-shares\" style=\"text-align: start;\">Why is Warren Buffett selling Apple shares?</h2><p style=\"text-align: start;\">If only we were a neuron located inside Warren Buffett&#39;s investment cortex. One could only imagine the colosseum of knowledge available on markets.</p><p style=\"text-align: start;\">Without the benefit of this location – or having a direct seat on Berkshire&#39;s investment committee – we won&#39;t exactly know why Buffett sold down the Apple stake, until the famed investor tells us so.</p><p style=\"text-align: start;\">The sales come after Apple reported its Q4 earnings last week, posting revenue growth of 6% to $95 billion.</p><p style=\"text-align: start;\">In total, Berkshire has sold more than 600 million shares in the iPhone maker this year.</p><p style=\"text-align: start;\">But this isn&#39;t the first time Warren Buffett has trimmed Berkshire&#39;s Apple position. Nor should it come as a major surprise, given his language at the AGM on locking in gains while federal capital gains taxes remain lower.</p><p style=\"text-align: start;\">And even after this major sell-off, Apple remains Berkshire&#39;s largest stock holding, valued at nearly US$70 billion.</p><p style=\"text-align: start;\">But the conglomerate&#39;s strategy here adds to a list of stock sales made this month, including selling down <strong>Bank of America</strong> (NYSE: BAC) during the quarter.</p><p style=\"text-align: start;\">These sales have left the company with a record $325.2 billion in cash, held in US Treasury bills of various maturity.</p><h2 id=\"h-cash-is-king-or-cash-is-trash\" style=\"text-align: start;\">Cash is king? Or cash is trash?</h2><p style=\"text-align: start;\">The big question on everyone&#39;s lips is what Warren Buffett&#39;s moves signal for the broader financial markets. The investor has long said his favourite holding period is &#34;forever&#34;, but this isn&#39;t his only holding period, either.</p><p style=\"text-align: start;\">While he&#39;s long admired Apple, selling such a significant portion signals a move to build cash reserves for future opportunities.</p><p style=\"text-align: start;\">Or it could be possibly to hedge against what he sees as high market valuations. Not to mention, Berkshire is an enormous insurance operation at its core.</p><p style=\"text-align: start;\">According to CFRA Research, the cash hoarding &#34;suggests a &#39;risk-off&#39; mindset, and investors may worry what it means for the economy and markets&#34;, according to <em>Reuters.</em></p><p style=\"text-align: start;\">Berkshire also has to contend with the fact its investment universe is quite narrow. This means its options to deploy the cash are limited without a huge acquisition.</p><h2 id=\"h-foolish-takeout\" style=\"text-align: start;\">Foolish takeout</h2><p style=\"text-align: start;\">Warren Buffett&#39;s recent decision-making highlights the importance of a balanced portfolio. Even with Apple&#39;s strong performance, he&#39;s chosen to take some profits and bolster cash.</p><p style=\"text-align: start;\">As investors, Buffett&#39;s move is a reminder: Don&#39;t become overly reliant on even the strongest stocks.</p><p style=\"text-align: start;\">This might reflect a broader caution, signalling that Buffett is preparing for potential market changes. But time will tell what the famed investor has up his sleeve.</p><p style=\"text-align: start;\">Berkshire class B shares are up 28% in the past year.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Did Warren Buffett Sell More Apple Shares?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Did Warren Buffett Sell More Apple Shares?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-04 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2024/11/04/why-did-warren-buffett-sell-more-apple-shares/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Does Buffett know something we don't?Image source: Getty ImagesWarren Buffett, the legendary investor behind Berkshire Hathaway Inc (NYSE: BRK.A) (NYSE: BRK.B), has recently made a series of bold ...</p>\n\n<a href=\"https://www.fool.com.au/2024/11/04/why-did-warren-buffett-sell-more-apple-shares/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4574":"无人驾驶","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4505":"高瓴资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","BK4504":"桥水持仓","BRK.B":"伯克希尔B","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BRK.A":"伯克希尔","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4554":"元宇宙及AR概念","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4553":"喜马拉雅资本持仓","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","AAPL":"苹果","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4566":"资本集团","BK4575":"芯片概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC"},"source_url":"https://www.fool.com.au/2024/11/04/why-did-warren-buffett-sell-more-apple-shares/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2480888348","content_text":"Does Buffett know something we don't?Image source: Getty ImagesWarren Buffett, the legendary investor behind Berkshire Hathaway Inc (NYSE: BRK.A) (NYSE: BRK.B), has recently made a series of bold moves with the conglomerate's portfolio.The famed capitalist has reduced the firm's stake in Apple Inc (NASDAQ: AAPL), selling around 100 million Apple shares according to Berkshire filings.In total, this represents about 25% of Berkshire's stake. Let's dive in and see. Berkshire's performance is seen alongside Apple for 2024 in the chart below.Why is Warren Buffett selling Apple shares?If only we were a neuron located inside Warren Buffett's investment cortex. One could only imagine the colosseum of knowledge available on markets.Without the benefit of this location – or having a direct seat on Berkshire's investment committee – we won't exactly know why Buffett sold down the Apple stake, until the famed investor tells us so.The sales come after Apple reported its Q4 earnings last week, posting revenue growth of 6% to $95 billion.In total, Berkshire has sold more than 600 million shares in the iPhone maker this year.But this isn't the first time Warren Buffett has trimmed Berkshire's Apple position. Nor should it come as a major surprise, given his language at the AGM on locking in gains while federal capital gains taxes remain lower.And even after this major sell-off, Apple remains Berkshire's largest stock holding, valued at nearly US$70 billion.But the conglomerate's strategy here adds to a list of stock sales made this month, including selling down Bank of America (NYSE: BAC) during the quarter.These sales have left the company with a record $325.2 billion in cash, held in US Treasury bills of various maturity.Cash is king? Or cash is trash?The big question on everyone's lips is what Warren Buffett's moves signal for the broader financial markets. The investor has long said his favourite holding period is \"forever\", but this isn't his only holding period, either.While he's long admired Apple, selling such a significant portion signals a move to build cash reserves for future opportunities.Or it could be possibly to hedge against what he sees as high market valuations. Not to mention, Berkshire is an enormous insurance operation at its core.According to CFRA Research, the cash hoarding \"suggests a 'risk-off' mindset, and investors may worry what it means for the economy and markets\", according to Reuters.Berkshire also has to contend with the fact its investment universe is quite narrow. This means its options to deploy the cash are limited without a huge acquisition.Foolish takeoutWarren Buffett's recent decision-making highlights the importance of a balanced portfolio. Even with Apple's strong performance, he's chosen to take some profits and bolster cash.As investors, Buffett's move is a reminder: Don't become overly reliant on even the strongest stocks.This might reflect a broader caution, signalling that Buffett is preparing for potential market changes. But time will tell what the famed investor has up his sleeve.Berkshire class B shares are up 28% in the past year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":188,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/367374389674320"}