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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