老巴一旦开始减持一只股票,就会不断地减持。

回答: Berkshire cuts Apple investment by about 13%,华灜2024-05-04 17:53:39

苹果已经是老巴连续两个季度减持,而且这次的减持力度远远大于上次。老巴持有苹果的仓位依然太高(超过第二持仓将近1000亿美元),更大的减持恐怕还在后面。YMYD。

he comparisons vs. a year-ago are as follows:

Stake (Q1’24) Stake (Q1’23) Change
Apple $135.4B $174.3B (-22.32%)
Bank of America $39.2B $34.8B +12.64%
American Express $34.5B $28.4B +21.48%
Coca-Cola $24.5B $23.6B +3.81%
Chevron $19.4B $18.8B +3.19%
 

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大会中Becky Quick问他为啥减仓,他说了一大堆空话 -dividend_growth- 给 dividend_growth 发送悄悄话 dividend_growth 的博客首页 (57 bytes) () 05/05/2024 postreply 03:47:33

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