Berkshire Hathaway made significant changes to its investment portfolio, including selling shares and increasing stake.

From Morningstar: 2025-05-16 05:06:00

Morningstar Equity Research reports that Berkshire Hathaway made several changes to its 13F equity investment portfolio in the first quarter, with $2.4 billion in net sales. The company sold 48.7 million shares of Bank of America for $2.1 billion, continuing a trend that began in 2024. Berkshire also realized a $540 million gain on its Citigroup holdings. Additionally, Berkshire increased its stake in Constellation Brands by purchasing shares in two separate transactions.



Read more at Morningstar: Berkshire Hathaway: No New Money Purchases During Q1