The Motley Fool

OCTOBER 30, 2024

When Berkshire holds a greater than 10% stake in a public company, it's required to file a Form 4 with the SEC disclosing share acquisitions and dispositions within two business days of a transaction. The all-important question is: Why would Warren Buffett jettison over $10 billion worth of his favorite bank stock?

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Securities and Exchange Commission (SEC) Banks Stakes Initial Public Offering 246

The Motley Fool

OCTOBER 23, 2024

1, 2023 through June 30, 2024, Berkshire's stake in Apple declined by more than 515 million shares , or 56%, to precisely 400 million shares. During Berkshire Hathaway's annual shareholder meeting in early May, he opined that the corporate tax rate would likely climb in the future. In a three-quarter period from Oct. 1 position.

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Securities and Exchange Commission (SEC) Stakes Legal Taxes 246

The Motley Fool

JULY 16, 2023

Here are three reasons the stock market could sink in the second half of 2023 -- and what Warren Buffett is doing. Sky-high valuation A sky-high valuation arguably ranks as the biggest reason to worry that the stock market is perhaps getting ahead of itself. That's potentially bad news for the stock market.

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Stock Market Stock Market Prospects Stakes 231

The Motley Fool

NOVEMBER 24, 2023

sold $7 billion worth of public equity holdings , including its entire stake in United Parcel Service (NYSE: UPS). Let's look at how meaningful the sale was to Berkshire, its exposure to the transportation industry, and whether you should follow Berkshire's lead and sell the dividend stock too. Image source: Getty Images.

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Stakes Assets Shareholders Portfolios 246

The Motley Fool

AUGUST 18, 2024

billion more in stocks than they've collectively purchased between Oct. Meet the legal monopoly stock-split stock Warren Buffett is piling into Though Buffett purchased shares of seven securities during the second quarter, including opening new positions in Ulta Beauty and HEICO , it's the roughly 96.2 1, 2022 and June 30, 2024.

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Stakes Legal Banks Stock Exchanges 246

The Motley Fool

FEBRUARY 5, 2025

While rising tides have given investors plenty of reason to smile, it's also made the stock market historically pricey. Wake up with Breakfast news in your inbox every market day. during the current bull market. Start Your Mornings Smarter! Sign Up For Free Image source: Getty Images. Image source: Getty Images.

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Stock Market Stock Market Legal Buyout 230

The Motley Fool

NOVEMBER 25, 2023

latest 13F filing revealed that the company sold $7 billion in equities in Q3 -- including its entire stake in Procter & Gamble (NYSE: PG). It sounds like the perfect Buffett stock. In addition to those factors, what makes P&G a very good stock is its commitment to shareholders through the dividends and buybacks.

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Stakes Portfolios Finance Financing 241

The Motley Fool

AUGUST 19, 2024

Well-chosen dividend stocks can make you richer. Investing in these proven wealth creators during a stock market crash can be even more lucrative. Buying great stocks when their dividend yields are high and share prices are low is a proven, fortune-building strategy. Realty Income's stock currently yields a solid 5.25%.

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Stock Market Stock Market Shareholders Stakes 189

The Motley Fool

SEPTEMBER 21, 2023

Stock markets continued to react Thursday morning to the latest news from the Federal Reserve the previous day, and investors didn't seem to feel comfortable with the likely future direction of monetary policy. Futures on major market benchmarks were down as much as 1% Thursday morning, adding to Wednesday's losses.

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The Motley Fool

DECEMBER 23, 2023

Whether investors chose Berkshire Hathaway stock or a collection of 500 of America's largest profitable companies , both will do well if the U.S. But Berkshire Hathaway shareholders do have advantages over those who are invested in index funds. There's no such fee for holding Berkshire stock. economy grows long-term.

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Initial Public Offering Stock Market Stock Market Conglomerates 246

The Motley Fool

MAY 12, 2024

Warren Buffett hasn't found a lot to like in the stock market recently. In each of the last six quarters, Buffett has sold more stocks for Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) All told, he sold nearly $20 billion worth of stocks from Berkshire's portfolio, and he bought less than $3 billion. "We than he bought.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Taxes Stakes Shareholders 246

The Motley Fool

NOVEMBER 12, 2024

For roughly six weeks every quarter, an overwhelming majority of the stock market's most-influential businesses report their operating results. Note, this figure has been adjusted to account for Nvidia's historic 10-for-1 stock split , which occurred after the close of trading on June 7, 2024.

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Securities and Exchange Commission (SEC) Stakes Asset Management Debt 246

The Motley Fool

NOVEMBER 8, 2024

in 1965, he grew the value of shareholders' stakes by an average compound annual rate of 19.8% Berkshire's beating the market benchmark so far in 2024 as well. Berkshire's best years of outperformance typically come when the rest of the market fails to meet its average returns. billion worth of the stock last quarter.

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Investors Stakes Banks Taxes 246

The Motley Fool

JULY 23, 2024

Investors intently wait for Berkshire Hathaway's quarterly Form 13F filings to spill the beans on what stocks the affably dubbed "Oracle of Omaha" and his investment team have been buying and selling. What's more, data shows that the stock market is historically pricey. Berkshire Hathaway CEO Warren Buffett. Between Oct.

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Banks Stakes Taxes Shareholders 244

Private Equity Wire

OCTOBER 31, 2024

German private equity firm has completed its sixth exit of the year with the successful stock market debut of portfolio company, Steyr Motors, in the Scale segment of the Frankfurt Stock Exchange under the ticker symbol 4X0. per share, giving the business a market capitalisation of €82.7m stake in the business.

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Private Equity Firms Private Equity Firms Stock Exchanges Stakes 98

The Motley Fool

AUGUST 19, 2024

What follows are the 10 stocks Warren Buffett was a seller of during the second quarter. With Berkshire Hathaway sitting on enormous unrealized gains from its stake in Apple, Buffett hinted that investors would, in hindsight, appreciate his company locking in these gains at a relatively lower tax rate.

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Stakes Initial Public Offering Debt Taxes 246

The Motley Fool

JULY 17, 2024

With nearly 70 years of public investing experience (that he has documented publicly with annual shareholder letters along the way), he brings a wealth of knowledge to each of his investment decisions. So, when Buffett decides to buy a stock, the whole investing world pays attention. portfolio than he has bought.

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Conglomerates Stakes Shareholders Finance 246

The Motley Fool

OCTOBER 24, 2024

Plus, Berkshire is on track to earn $776 million in dividends from its Coca-Cola stake in 2024 alone. Despite Berkshire selling a significant chunk of its stake this year (which I'll discuss further in a moment), the position is still worth $94.5 of Berkshire's $317 billion portfolio of publicly traded stocks.

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Conglomerates Companies Stakes Shareholders 246

The Motley Fool

AUGUST 25, 2023

With its eggs spread across many baskets, Berkshire is built to thrive in nearly all economic settings, making it one of the lowest-risk investments available in the stock market today. The entertainment giant's film studios, theme parks, cruise ships, and streaming services give its shareholders many ways to win.

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Stakes Conglomerates Shareholders Assets 246

The Motley Fool

AUGUST 6, 2024

Buffett releases his annual letter to shareholders. Buffett speaks candidly with investors during Berkshire's annual shareholder meeting. economy and stock market. During his company's annual shareholder meeting in May, the Oracle of Omaha opined that corporate tax rates were likely headed higher in the future.

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Banks Shareholders Taxes Stakes 246

The Motley Fool

AUGUST 5, 2024

Since taking the reins as CEO in 1965, the aptly dubbed "Oracle of Omaha" has overseen a nearly 5,200,000% cumulative return for Berkshire's Class A shareholders (BRK.A). It's no surprise why professional and everyday investors often wait on pins and needles for details of which stocks Buffett and his team have been buying and selling.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

OCTOBER 20, 2024

The firm's latest shedding of Bank of America stock brings the total sold to nearly $10 billion in just a few months -- almost a quarter of its original stake. Although this could make it easier for Berkshire to further reduce its stake without spooking the market, it doesn't necessarily mean that is what's happening here.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Banks Shareholders Stakes 245

The Motley Fool

APRIL 7, 2025

The stock market is going through a major correction. As of market close on Friday, April 4, the Nasdaq 100 Index is actually down 21.6% from all-time highs, which means it has officially entered a bear market. The S&P 500 index has not passed the 20% threshold for a bear market, but it is still off 17.5%

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The Motley Fool

APRIL 29, 2024

As you can see, there's a very good reason why investors pay close attention when Warren Buffett has anything to say about investing, the stock market in general, or the U.S. Although Berkshire's $373 billion portfolio contains stakes in 45 stocks and two index funds , not all of the Oracle of Omaha's holdings are considered equal.

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Stakes Shareholders Debt Portfolios 246

The Motley Fool

MAY 13, 2024

CEO Warren Buffett held his company's first annual shareholder meeting in the cafeteria of a subsidiary and drew a few dozen people. economy, and select stocks held by Berkshire. During his annual Q&A with investors, Warren Buffett suggested that tax reasons were behind the hefty reduction in its Apple stake.

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Banks Taxes Shareholders Stakes 245

The Motley Fool

AUGUST 2, 2024

The Oracle of Omaha poured tens of billions of dollars into Apple stock between 2016 and 2018, amassing a huge stake in the iPhone maker. That stake is now worth around $173 billion. Building a massive war chest Buffett hasn't seen a lot to like in the stock market recently. Image source: The Motley Fool.

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Portfolios Investing Shareholders Stakes 246

The Motley Fool

MAY 5, 2024

It's a good bet Buffett will continue to snatch up shares of the company this year, as he sees it as undervalued in today's market. Buffett's biggest investment last year As mentioned, Buffett hasn't seen a whole lot to like in the stock market over the past year, so his new investments have been few and far between.

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Stakes Shareholders Public Companies Finance 246

The Motley Fool

OCTOBER 19, 2024

Warren Buffett hasn't seen a lot to like in the stock market lately. The Oracle of Omaha has sold more stocks than he bought in each of the last seven quarters reported by Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). stake in the company at this point. Image source: The Motley Fool.

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Stakes Enterprise Values Banks Stock Market 246

The Motley Fool

MAY 7, 2024

This past weekend, Omaha, Nebraska, was the destination for roughly 40,000 investors to attend Berkshire's annual shareholder meeting. economy, and the stock market. The culprit for this consistent net-selling activity looks to be a historically pricey stock market and the irrational behavior of some of its participants.

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Shareholders Banks Stock Market Stock Market 246

The Motley Fool

SEPTEMBER 6, 2024

However, not all 45 stocks held in Berkshire Hathaway's roughly $318 billion investment portfolio share the same outlook. While "years" tends to be the typical holding period for a stock in Berkshire's portfolio, Warren Buffett's latest annual letter to shareholders outlined eight stocks that were dubbed "indefinite" holdings.

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Portfolios Investing Stakes Banks 246

The Motley Fool

NOVEMBER 5, 2024

Warren Buffett hasn't seen a lot to like in the stock market recently. has sold more stock than he bought in his company's equity portfolio for eight consecutive quarters. Buffett took a significant stake in the business when he acquired $10 billion worth of preferred shares in 2019 to help Occidental acquire Anadarko.

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Banks Stakes Enterprise Values Amortization 246

The Motley Fool

NOVEMBER 4, 2024

The Oracle of Omaha has dumped more than a quarter of Berkshire's stake in BofA since mid-July Though no holding in Berkshire's 43-stock, $312 billion portfolio has been sold down more noticeably in 2024 than Apple , it's the recent and persistent selling activity in Bank of America (NYSE: BAC) that's rightly raising eyebrows on Wall Street.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

MARCH 26, 2025

Buffett oversees the vast majority of Berkshire's stock portfolio, and he recently made an interesting capital allocation decision. He -- or fellow investment managers Ted Weschler and Todd Combs -- sold the company's entire stake in the Vanguard S&P 500 ETF (NYSEMKT: VOO). stock market. equities by market value.

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Funds Conglomerates Shareholders Stakes 246

The Motley Fool

OCTOBER 4, 2024

Though Buffett is well-aware that economic downturns and stock market corrections are inevitable, he understands that periods of economic growth and bull markets last considerably longer. economy and stocks, it doesn't mean he'll buy equities at valuations outside of his comfort zone.

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Stakes Banks Shareholders Taxes 246

The Motley Fool

SEPTEMBER 26, 2024

Berkshire sold small portions of its Apple shares over the years to lock in gains, but in the first quarter of 2024 (ended March 31), it dumped a sizable 13% of its stake. Buffett said it was for tax reasons, but then Berkshire proceeded to sell a whopping 49% of its remaining Apple stake during Q2! of its portfolio.

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Conglomerates Exchange-Traded Funds Stakes Shareholders 246

The Motley Fool

MAY 19, 2024

Warren Buffett knows it only takes a few smart investments to produce massive market-beating returns. He told shareholders that in the 58 years or so that he's been managing Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , there have only been a half-dozen to a dozen decisions that have made an impact on its success as a business.

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Investing Stakes Shareholders Taxes 245

The Motley Fool

OCTOBER 7, 2024

Exchange-traded funds ( ETFs ) can provide you with simple, low-cost ways to invest in the stock market. Some of the best funds make it easy to quickly gain exposure to an array of promising investments, such as dividend stocks and fast-growing small businesses. Dividend Equity ETF (NYSEMKT: SCHD). The Schwab U.S.

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