Macro Aftermath Active

Revisão do portfólio da Berkshire Hathaway

Atividade em declínio — narrativa perdendo relevância.

Pontuação
0,3
Velocidade
▲ 0,0
Artigos
31
Fontes
3

Principais Movimentações

TickerSetorVariação
DAL
Industrials-6,3%
V
Financial Services+2,5%
MA
Financial Services+2,3%
CVX
Energy+1,9%
AMZN
Retail-1,3%

Linha do Tempo de Sentimento

Desempenho por Setor

Desempenho das Ações

Linha do Tempo de Eventos

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
Jul 28, 2026
Prediction: Warren Buffett's Successor, Greg Abel, Extended a Dubious 15-Quarter Net-Selling Streak … Bearish
Jul 23, 2026
Greg Abel Makes Bold Portfolio Moves as Berkshire's New Leader -- Dumps … Neutral
Jul 20, 2026
Berkshire Hathaway Sold Mastercard Stock. Should You Follow? Neutral
Jul 14, 2026
Greg Abel Tied 30% of Berkshire's $348 Billion Portfolio to 2 AI … Neutral
Jul 08, 2026
Warren Buffett's Successor, Greg Abel, Has 30% of Berkshire Hathaway's $343 Billion … Neutral
Jul 03, 2026
How Greg Abel Is Already Reshaping Berkshire Hathaway's Playbook Neutral
Jul 01, 2026
Warren Buffett's Successor, Greg Abel, Started His Tenure With a Bang by … Neutral
Jun 24, 2026
Move Over, Coca-Cola: Warren Buffett's Successor, Greg Abel, Has a New No. … Neutral
Jun 15, 2026
Warren Buffett's Successor, Greg Abel, Is Betting Big on a Virtual Monopoly … Bullish
Jun 10, 2026
London Company Income Equity Strategy Added Berkshire Hathaway (BRK-B) Over Buyback Resumption Neutral
Jun 09, 2026
Greg Abel Is Doing Something at Berkshire Hathaway That Warren Buffett Never … Neutral
Jun 07, 2026
Warren Buffett Offloaded a Chunk of His Biggest Holding. Here's Where the … Neutral
Jun 04, 2026
Apple Was Warren Buffett’s Best Investment. GOOGL Stock Could Be Greg Abel’s … Neutral
Jun 03, 2026
Warren Buffett's Successor, Greg Abel, Has More Than 28% of Berkshire Hathaway's … Neutral
Mai 30, 2026
Warren Buffett Successor Greg Abel Made 3 Big Purchases Last Quarter, and … Neutral
Mai 24, 2026
Berkshire Hathaway's 3 Biggest Moves in Q1 Neutral
Mai 23, 2026
Lingering mysteries from Berkshire's portfolio update Neutral
Mai 19, 2026
Willing and Abel: Berkshire's New CEO Makes Huge Portfolio Changes in Q1 Neutral
Mai 16, 2026
Berkshire's new CEO overhauls portfolio, dumping a slate of stocks Neutral

Artigos Relacionados

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 · Jul 20, 2026
Neutral

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

Nasdaq · Jun 03, 2026
Mixed

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

Nasdaq · Jun 03, 2026
Mixed

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

Nasdaq · Mai 24, 2026
Mixed

Berkshire Hathaway's 3 Biggest Moves in Q1

Nasdaq · Mai 24, 2026
Mixed

Lingering mysteries from Berkshire's portfolio update

CNBC · Mai 23, 2026
Mixed

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

Nasdaq · Mai 23, 2026
Mixed

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

Yahoo Finance · Mai 19, 2026
Mixed

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

CNBC · Mai 16, 2026
Mixed
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Visão geral AI

O novo CEO da Berkshire Hathaway, Greg Abel, iniciou mudanças significativas no portfólio no primeiro trimestre de 2023, conforme revelado no preenchimento 13F da empresa. Mudanças notáveis incluem um aumento de 99% na Alphabet, um aumento de 145% no New York Times e cortes substanciais na Amazon, American Express e Visa. A Berkshire Hathaway Energy, o braço de serviços públicos da empresa, também viu um aumento significativo.

Esses movimentos impactam os setores de tecnologia e financeiro. As ações da Alphabet e do New York Times dispararam após o aumento das participações da Berkshire, enquanto as ações da Amazon, American Express e Visa caíram. O setor de energia também se beneficia da posição fortalecida da Berkshire em seu braço de serviços públicos, que tem bom desempenho independentemente das condições econômicas.

Os investidores devem acompanhar o próximo preenchimento 13F da Berkshire (previsto para agosto) para mais mudanças no portfólio e monitorar as ações da Alphabet, Amazon e de energia para potenciais movimentos de preço. Além disso, fique atento ao relatório de lucros da Berkshire (previsto para o final de fevereiro) para obter insights sobre a visão estratégica de Abel.
Visão Geral da IA em Ago 12, 2026

Cronologia

Primeira detecçãoAgo 15, 2026
Última atualizaçãoAgo 22, 2026