Subject: Warren Buffett Watch,
" Three of Berkshire's four largest equity holdings did suffer substantial losses, with Apple down 9.3%, American Express dropping 10.0%, and Bank of America falling 11.1%.



In total, the three stocks lowered the value of Berkshire's portfolio by $13.5 billion.



The impact would have been even greater if Berkshire had not substantially reduced its Apple and BofA holdings over the past several quarters.



Coca-Cola, the third largest position, added back $740 million with a 2.6% gain."

 
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