Macro Aftermath Active

Berkshire Hathaway portafoglio overhaul

Attività in calo — la narrativa perde rilevanza.

Punteggio
0,3
Velocità
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Articoli
31
Fonti
3

Principali Movimenti

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DAL
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Financial Services+2,5%
MA
Financial Services+2,3%
CVX
Energy+1,9%
AMZN
Retail-1,3%

Cronologia del Sentiment

Performance Settoriale

Performance del Titolo

Cronologia degli Eventi

Ago 15, 2026
Warren Buffett's Successor, Greg Abel, Pared Down Bank of America, and Piled … Neutral
Ago 12, 2026
Does the Big Short's Michael Burry Know Something Wall Street Doesn't? The … Bearish
Ago 09, 2026
Don't Be Fooled: Warren Buffett's and Greg Abel's $366 Billion Warning to … Neutral
Ago 07, 2026
Warren Buffett's Successor, Greg Abel, Has 63% of Berkshire Hathaway's $355 Billion … Neutral
Ago 03, 2026
Warren Buffett's Successor, Greg Abel, Started His Tenure With a Bang by … Neutral
Lug 28, 2026
Prediction: Warren Buffett's Successor, Greg Abel, Extended a Dubious 15-Quarter Net-Selling Streak … Bearish
Lug 23, 2026
Greg Abel Makes Bold Portfolio Moves as Berkshire's New Leader -- Dumps … Neutral
Lug 20, 2026
Berkshire Hathaway Sold Mastercard Stock. Should You Follow? Neutral
Lug 14, 2026
Greg Abel Tied 30% of Berkshire's $348 Billion Portfolio to 2 AI … Neutral
Lug 08, 2026
Warren Buffett's Successor, Greg Abel, Has 30% of Berkshire Hathaway's $343 Billion … Neutral
Lug 03, 2026
How Greg Abel Is Already Reshaping Berkshire Hathaway's Playbook Neutral
Lug 01, 2026
Warren Buffett's Successor, Greg Abel, Started His Tenure With a Bang by … Neutral
Giu 24, 2026
Move Over, Coca-Cola: Warren Buffett's Successor, Greg Abel, Has a New No. … Neutral
Giu 15, 2026
Warren Buffett's Successor, Greg Abel, Is Betting Big on a Virtual Monopoly … Bullish
Giu 10, 2026
London Company Income Equity Strategy Added Berkshire Hathaway (BRK-B) Over Buyback Resumption Neutral
Giu 09, 2026
Greg Abel Is Doing Something at Berkshire Hathaway That Warren Buffett Never … Neutral
Giu 07, 2026
Warren Buffett Offloaded a Chunk of His Biggest Holding. Here's Where the … Neutral
Giu 04, 2026
Apple Was Warren Buffett’s Best Investment. GOOGL Stock Could Be Greg Abel’s … Neutral
Giu 03, 2026
Warren Buffett's Successor, Greg Abel, Has More Than 28% of Berkshire Hathaway's … Neutral
Mag 30, 2026
Warren Buffett Successor Greg Abel Made 3 Big Purchases Last Quarter, and … Neutral
Mag 24, 2026
Berkshire Hathaway's 3 Biggest Moves in Q1 Neutral
Mag 23, 2026
Lingering mysteries from Berkshire's portfolio update Neutral
Mag 19, 2026
Willing and Abel: Berkshire's New CEO Makes Huge Portfolio Changes in Q1 Neutral
Mag 16, 2026
Berkshire's new CEO overhauls portfolio, dumping a slate of stocks Neutral

Articoli Correlati

Warren Buffett's Successor, Greg Abel, Has 63% of Berkshire Hathaway's $355 Billion Portfolio Invested in …

Nasdaq · Ago 07, 2026
Mixed

Warren Buffett's Successor, Greg Abel, Started His Tenure With a Bang by Slashing Berkshire's Chevron …

Nasdaq · Ago 03, 2026
Mixed

Berkshire Hathaway Sold Mastercard Stock. Should You Follow?

Nasdaq · Lug 20, 2026
Neutral

1 Sector Warren Buffett and Greg Abel Are Largely Ignoring -- and Why Investors Shouldn't

Nasdaq · Giu 03, 2026
Mixed

Warren Buffett's Successor, Greg Abel, Has More Than 28% of Berkshire Hathaway's $330 Billion Portfolio …

Nasdaq · Giu 03, 2026
Mixed

Berkshire Hathaway Has Been Selling. Here's the 1 Stock It's Still Buying.

Nasdaq · Mag 24, 2026
Mixed

Berkshire Hathaway's 3 Biggest Moves in Q1

Nasdaq · Mag 24, 2026
Mixed

Lingering mysteries from Berkshire's portfolio update

CNBC · Mag 23, 2026
Mixed

Berkshire Hathaway Energy Could Be a Quiet Star of the Greg Abel Era

Nasdaq · Mag 23, 2026
Mixed

Willing and Abel: Berkshire's New CEO Makes Huge Portfolio Changes in Q1

Yahoo Finance · Mag 19, 2026
Mixed

Berkshire's new CEO overhauls portfolio, dumping a slate of stocks

CNBC · Mag 16, 2026
Mixed
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Panoramica AI

Il nuovo CEO di Berkshire Hathaway, Greg Abel, ha avviato significativi cambiamenti di portafoglio nel Q1 2023, come rivelato nel deposito 13F della società. Cambiamenti degni di nota includono un aumento del 99% in Alphabet, un aumento del 145% in New York Times e tagli sostanziali ad Amazon, American Express e Visa. Anche Berkshire Hathaway Energy, il braccio utility della società, ha visto un aumento significativo.

Queste mosse influenzano i settori tecnologico e finanziario. Le azioni di Alphabet e New York Times sono aumentate a seguito delle maggiori partecipazioni di Berkshire, mentre le azioni di Amazon, American Express e Visa sono diminuite. Anche il settore energetico beneficia della posizione rafforzata di Berkshire nel suo braccio utility, che si comporta bene indipendentemente dalle condizioni economiche.

Gli investitori dovrebbero monitorare il prossimo deposito 13F di Berkshire (in scadenza ad agosto) per ulteriori cambiamenti di portafoglio e monitorare le azioni di Alphabet, Amazon ed energetiche per potenziali movimenti di prezzo. Inoltre, tenere d'occhio il rapporto sugli utili di Berkshire (in scadenza a fine febbraio) per approfondimenti sulla visione strategica di Abel.
Panoramica AI al Ago 12, 2026

Cronologia

Prima apparizioneAgo 15, 2026
Ultimo aggiornamentoAgo 22, 2026