Buffett’s Spring Thaw: Six New Stocks in Berkshire’s Portfolio

The 13-F filing, a ledger of capital’s migration, revealed this duality. While the sale of 20 million Apple shares ($4.6 billion) and the pruning of Bank of America’s stake ($1.25 billion) seemed stark, they were but pruning shears in the hands of a craftsman. T-Mobile’s complete divestment ($1 billion) was no abandonment, but a step back to see the forest for the trees.







