Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (4) |
Post New
Author: mungofitch ✹🐝🐝🐝🐝 SILVER
SHREWD   😊 😞
Number: of 15055 
Subject: Share holdings
Date: 08/03/2023 4:24 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 2
I haven't been keeping track of disclosures lately.
What are the main known changes to the stock portfolio during Q2, and since then?

More OXY shares...

Jim
Print the post


Author: RAS337 ✶  😊 😞
Number: of 15055 
Subject: Re: Share holdings
Date: 08/03/2023 5:19 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 2
Berkshire cut its stake in Activision: https://www.sec.gov/Archives/edgar/data/315090/000...
https://www.cnbc.com/2023/07/17/warren-buffetts-be...
Print the post


Author: Bluehorseshoe ⎊  😊 😞
Number: of 15055 
Subject: Re: Share holdings
Date: 08/04/2023 11:18 AM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 2
I have not seen much to indicate there were meaningful changes during the quarter. My personal rough estimate is the 'Investments in equity securities' increased in value to $361B at quarter end, up from $328B at the end of Q1.

My Q2 book value estimate is $247.24.

We will see how accurate all that is tomorrow.


Jeff
Print the post


Author: BreckHutHigh ✧  😊 😞
Number: of 15055 
Subject: Re: Share holdings
Date: 08/04/2023 12:38 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
"What are the main known changes to the stock portfolio during Q2, and since then?

More OXY shares.."

For what it's worth, AI is apparently helping OXY engineers optimize artificial lift, improving production, for their oil wells in Texas and Colorado.

Mention of "AI" alone should have justified a 10% stock bump. No? 😁

"Vicki Hollub

No doubt, it's the Permian and the Rockies and the Rockies actually applying artificial intelligence to their pumps up there, which has been very, very impressive as well as the management of the gas lift in the Permian, Texas and New Mexico. So these are exciting things for us, and we're -- we have to definitely gets kudos to the teams. They've gone above and beyond expectations."

https://seekingalpha.com/article/4623499-occidenta...
Print the post


Post New
Unthreaded | Threaded | Whole Thread (4) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds