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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: nola622   😊 😞
Number: of 22989 
Subject: BRK Q1 / AGM
Date: 05/04/24 8:35 AM
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So the big news on the portfolio will probably be the further sale of AAPL shares in the quarter. The number of Apple shares BRK owns has gone from 905.56 million at year-end to something approximating 789.596 million shares (plenty of rounding error built in to the latter figure).

Insurance float was down $1 Billion, somewhat rare but not a big deal.

Cost basis of "Banks Insurance and Finance" category of stocks increased again by $1.377 Billion so this "mystery position" does not seem like an easy stock to accumulate in size (or they are being very price sensitive?).
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This community has written 22,499 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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