Warren Buffett's Latest Portfolio Adjustments in Q2

Thursday, 15 August 2024, 00:06
In the second quarter, Berkshire Hathaway made notable moves by initiating new positions in Ulta Beauty and Heico Corp. Additionally, the firm reduced its holdings in Apple by 50% and scaled back on Chevron shares. This shift reflects Buffett's strategic approach to balancing immediate opportunities with long-term holdings. Investors should observe these changes closely as they may signify trends in Buffett's investment philosophy.
Yahoo Finance
Warren Buffett's Latest Portfolio Adjustments in Q2

Warren Buffett's Investment Strategy

Berkshire Hathaway, led by Warren Buffett, has made significant changes to its investment portfolio during Q2. Among the most notable shifts are the new positions in Ulta Beauty and Heico Corp.

New Investments

  • New positions in Ulta Beauty
  • New investment in Heico Corp.

Reduced Holdings

In this quarter, Berkshire Hathaway also opted to halve its stake in Apple and decrease its shares in Chevron.

Conclusion

These adjustments indicate Buffett's ability to adapt to changing market conditions while also refining his long-term strategies.

This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.

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