巴菲特2015Q1持股
Portfolio date: 2015/3/31
增加：PCP, FOXA,PSX,USB,IBM, WFC, DE
減少：V,MA,CHTR,VIAB,LBTYA,WBC,BK,NOV
https://www.dataroma.com/m/holdings.php?m=brk
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Portfolio date: 2015/3/31
增加：PCP, FOXA,PSX,USB,IBM, WFC, DE
減少：V,MA,CHTR,VIAB,LBTYA,WBC,BK,NOV
https://www.dataroma.com/m/holdings.php?m=brk
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| WFC - Wells Fargo | 23.88 | 470,292,359 | Add 1.47% | $54.40 | |||||||||||||||
| KO - Coca Cola Co. | 15.14 | 400,000,000 | $40.55 | ||||||||||||||||
| IBM - International Bus. Machines | 11.92 | 79,565,115 | Add 3.37% | $160.50 | |||||||||||||||
| AXP - American Express | 11.06 | 151,610,700 | $78.12 | ||||||||||||||||
| WMT - Wal-Mart Stores | 4.64 | 60,385,293 | $82.25 | ||||||||||||||||
| PG - Procter & Gamble | 4.04 | 52,793,078 | $81.94 | ||||||||||||||||
| USB - U.S. Bancorp | 3.41 | 83,773,390 | Add 4.59% | $43.67 | |||||||||||||||
| DVA - DaVita HealthCare Partners | 2.93 | 38,565,570 | $81.28 | ||||||||||||||||
| DTV - DIRECTV Group Inc. | 2.49 | 31,353,468 | $85.10 | ||||||||||||||||
| MCO - Moody's Corp. | 2.39 | 24,669,778 | $103.80 | ||||||||||||||||
| GS - Goldman Sachs Group | 2.22 | 12,631,531 | $187.97 | ||||||||||||||||
| GM - General Motors | 1.44 | 41,000,000 | $37.50 | ||||||||||||||||
| DE - Deere & Co. | 1.42 | 17,310,090 | Add 1.25% | $87.69 | |||||||||||||||
| CHTR - Charter Communications | 1.08 | 5,979,136 | Reduce 3.53% | $193.11 | |||||||||||||||
| USG - USG Corp. | 0.97 | 39,002,016 | | $26.70 | |||||||||||||||
| PCP - Precision Castparts | 0.82 | 4,200,792 | Add 47.21% | $210.00 | |||||||||||||||
| VRSN - Verisign Inc. | 0.81 | 12,985,000 | | $66.97 | |||||||||||||||
| BK - Bank of New York | 0.78 | 20,680,420 | Reduce 6.05% | $40.24 | |||||||||||||||
| VZ - Verizon Communications | 0.68 | 15,000,928 | | $48.63 | |||||||||||||||
| MTB - M&T Bank Corp. | 0.64 | 5,382,040 | | $127.00 | |||||||||||||||
| SU - Suncor Energy Inc. | 0.61 | 22,354,294 | | $29.25 | |||||||||||||||
| COST - Costco Co. | 0.61 | 4,333,363 | | $151.50 | |||||||||||||||
| V - Visa Inc. | 0.60 | 9,885,160 | Reduce 1.51% | $65.41 | |||||||||||||||
| PSX - Phillips 66 | 0.55 | 7,499,450 | Add 14.19% | $78.60 | |||||||||||||||
| VIAB - Viacom Inc. | 0.53 | 8,265,079 | Reduce 4.27% | $68.30 | |||||||||||||||
| LBTYA - Liberty Global Inc. | 0.50 | 10,342,793 | Reduce 4.38% | $51.47 | |||||||||||||||
| CBI - Chicago Bridge & Iron Company | 0.49 | 10,701,110 | | $49.26 | |||||||||||||||
| WBC - WABCO Holdings Inc. | 0.44 | 3,863,195 | Reduce 5.23% | $122.88 | |||||||||||||||
| MA - Mastercard Inc. | 0.42 | 5,229,756 | Reduce 3.15% | $86.39 | |||||||||||||||
| LBTYK - Liberty Global Inc. C | 0.34 | 7,346,968 | | $49.81 | |||||||||||||||
| TMK - Torchmark Corp. | 0.33 | 6,353,727 | | $54.92 | |||||||||||||||
| QSR - Restaurant Brands International | 0.30 | 8,438,225 | | $38.41 | |||||||||||||||
| LMCK - Liberty Media Corp. CL C | 0.29 | 8,000,000 | | $38.20 | |||||||||||||||
| GE - General Electric | 0.25 | 10,585,502 | | $24.81 | |||||||||||||||
| FOXA - Twenty-First Century Fox | 0.20 | 6,228,097 | Add 31.19% | $33.84 | |||||||||||||||
| SNY - Sanofi Aventis | 0.18 | 3,905,875 | | $49.44 | |||||||||||||||
| LMCA - Liberty Media Corp. | 0.14 | 4,000,000 | | $38.55 | |||||||||||||||
| GHC - Graham Holdings Co. | 0.11 | 107,575 | | $1049.63 | |||||||||||||||
| VRSK - Verisk Analytics Inc. | 0.10 | 1,563,434 | | $71.40 | |||||||||||||||
| NOV - National Oilwell Varco Inc. | 0.09 | 1,978,895 | Reduce 62.37% | $49.99 | |||||||||||||||
| MEG - Media General | 0.07 | 4,646,220 | $16.49 | ||||||||||||||||
| DNOW - NOW Inc. | 0.04 | 1,825,569 | $21.64 | ||||||||||||||||
| JNJ - Johnson & Johnson | 0.03 | 327,100 | $100.60 | ||||||||||||||||
| MDLZ - Mondelez International | 0.02 | 578,000 | $36.09 | ||||||||||||||||
| KRFT - Kraft Foods Group | 0.02 | 192,666 | $87.11 | ||||||||||||||||
| UPS - United Parcel Service | 0.01 | 59,400 | $96.94 | ||||||||||||||||
| LEE - Lee Enterprises | 0.00 | 88,863 | $3.17 |
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| Q1 2015 | |||
| Stock | Activity | Share change | % change to portfolio |
| PCP - Precision Castparts | Add 47.21% | 1,347,104 | 0.26 |
| FOXA - Twenty-First Century Fox | Add 31.19% | 1,480,700 | 0.05 |
| PSX - Phillips 66 | Add 14.19% | 931,850 | 0.07 |
| USB - U.S. Bancorp | Add 4.59% | 3,678,893 | 0.15 |
| IBM - International Bus. Machines | Add 3.37% | 2,593,298 | 0.39 |
| WFC - Wells Fargo | Add 1.47% | 6,834,236 | 0.35 |
| DE - Deere & Co. | Add 1.25% | 213,204 | 0.02 |
| V - Visa Inc. | Reduce 1.51% | 152,000 | 0.01 |
| MA - Mastercard Inc. | Reduce 3.15% | 170,000 | 0.01 |
| CHTR - Charter Communications | Reduce 3.53% | 219,101 | 0.04 |
| VIAB - Viacom Inc. | Reduce 4.27% | 369,111 | 0.02 |
| LBTYA - Liberty Global Inc. | Reduce 4.38% | 473,531 | 0.02 |
| WBC - WABCO Holdings Inc. | Reduce 5.23% | 213,130 | 0.02 |
| BK - Bank of New York | Reduce 6.05% | 1,332,183 | 0.05 |
| NOV - National Oilwell Varco Inc. | Reduce 62.37% | 3,279,490 | 0.15 |
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