[新聞] Berkshire Hathaway loads up on pharma

[qk123 (qk123)]

1.原文連結：
https://reurl.cc/R1o2X9

2.原文內容：

Berkshire Hathaway loads up on pharma, trims bank holdings: 13F

Warren Buffett's Berkshire Hathaway (NYSE:BRK.B) (NYSE:BRK.A) adds onto its
pharmaceutical holdings with fresh positions in AbbVie (NYSE:ABBV), 21.2M
shares, Merck (NYSE:MRK), 22.4M shares, Bristol Myers (NYSE:BMY), ~30M
shares, Pfizer (NYSE:PFE), 3.71M shares, during Q3, according to Berkshire's
13F filing.

Also adds Snowflake (NYSE:SNOW), ~6.13M shares, and T-Mobile US
(NASDAQ:TMUS), ~2.41M shares.

Exits Costco (NASDAQ:COST) holding.

Sheds 36M of Apple (NASDAQ:AAPL) shares, or 3.7% of Berkshire's stake during
the quarter (updated at 4:50 PM ET). Last week, David Kass said the
conglomerate likely sold ~$4B of Apple shares in the quarter. That comes to
~$4.17B when valued at AAPL's closing price of $11.81 at Sept. 30.

Reduces stakes in Wells Fargo (NYSE:WFC), JPMorgan Chase (NYSE:JPM), PNC
Financial (NYSE:PNC), and M&T Bank (NYSE:MTB).

3.心得/評論：

老巴Q3大買生技股: ABBV、MRK、BMY、PFE
另外還加倉 SNOW、TMUS

另外清倉 COST
減倉 AAPL、銀行股

話說 COST 剛宣布要發特別股利
老巴qq

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→ sweetgold   : COST清的地方夠接近高點了,相對成本價很可以了
推 SixC5566    : 跟著巴爺爺
推 CIIIO       : COST Dec 11每股發10元..被withhold很大..
推 Idiopathic  : Pfizer剛剛發了最終報告 今天又要噴發囉 道瓊
推 Chilloutt   : FDA 一定給過
推 kissa0924307: 輝瑞結果95%有效
推 thbygn98    : 99aapl，在股版看到股票有關的文章實屬難得
推 s60621s60621: 輝瑞真的很大方，昨天還送VRTS
→ willism     : 巴菲特沒賺個幾十倍，是不會貿然脫手的...
推 clarencech  : 現金少了100M, 不知去哪了 :)
→ clarencech  : 單位打錯 是100B
推 sidneys     : https://reurl.cc/gmoN2Q
推 m1234       : 說不定是cost知道老巴清倉，怕引發下跌所以給股利
推 SuGK        : 老巴要開大槍了嗎
推 ck4u04      : 難怪最近ABBV噴上去了。之前買了一路跌到80，還好
→ ck4u04      : 有握緊沒放掉，現在總算賺回來