Berkshire Hathaway Inc (BRK.B)

[gfp927z]

DiscoverGold / board, Just curious if you guys know of a site that not only shows Berkshire's buys/sells each quarter, but also shows - a) when Berkshire started the position, and b) whether the current buy or sells are part of a broader accumulation or reduction process for that particular stock? For us investors who want to buy a Buffett owned stock, the risk is that we aren't aware that Buffett may have been periodically reducing his own position in that stock, sometimes for a long time.

Articles will occasionally provide this type of info (below), but just curious if there is a place online to find it for all Berkshire's holdings (short of manually collating the data ourselves from years of 10-Qs). Thanks for any info / insights :o)


>>> Sold: Chevron Corp. (CVX)

Buffett first invested in U.S. oil major Chevron in the fourth quarter of 2020. Buffett sold Chevron shares in the first and second quarters of 2021, but a global energy crisis and Russia's invasion of Ukraine sent crude oil prices soaring to 13-year highs in 2022. In response, Buffett added to his Chevron investment in the first three quarters of 2022 but pivoted again and has been dumping Chevron ever since. In the second quarter, Berkshire sold more than 9.2 million CVX shares, but it still holds 123.1 million shares worth about $19.4 billion.

Sold: Marsh & McLennan Cos. Inc. (MMC)

Buffett first invested in insurance broker Marsh & McLennan in the fourth quarter of 2020. Buffett has always loved the insurance business, and Berkshire has its own sizable core insurance business. At one point in 2020, Berkshire owned more than 5 million MMC shares, and the stock has more than tripled the return of the S&P 500 since the beginning of 2021. However, Buffett began trimming his Marsh & McLennan stake in the second quarter of 2021 and has continued selling ever since. In the most recent quarter, Berkshire sold its remaining 404,911 shares of MMC, completely exiting the position.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172783948


<<<




---