Updated from 6:15 p.m., May 15
Warren Buffett's Berkshire Hathaway(BRK.A Quote) bought banks -- the relatively liquid ones, that is -- and sold energy in the first quarter.
According to its 13-K filing with the Securities and Exchange Commission, the company added substantially to common-share stakes in US Bancorp(USB Quote), Wells Fargo(WFC Quote), Johnson & Johnson(JNJ Quote) and Burlington Northern(BNI Quote) and sharply cut back on holdings of Constellation Energy(CEG Quote), ConocoPhillips(COP Quote) and Carmax(KMX Quote).
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The market value of Berkshire's stock portfolios fell 21% to $40.87 billion as of March 31, according to the filing. ...
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