No. of Recommendations: 0
Investors may be disappointed to see that Berkshire was inactive in the equities market after buying a net $20 billion of stocks in the second quarter, including over $10 billion of Alphabet shares.
The company bought more than $2 billion of stock in the third quarter and sold $3 billion, Barron's calculates. That makes it one of the quieter periods for Berkshire in the stock market in many years. There were plenty of opportunities outside technology, but Berkshire didn't capitalize.
So they didn't buy lots more GOOGL? $35-40B is enough? Maybe they added a billion or two
Sells? DVA? BAC? KR? ALLY? COF? NUE?
Minimal regardless.
