The BAC purchase is a retrospective inclusion of GenRe stocks they already owned and not a new buy. Heard it on CNBC.
Yep, the best recap.
https://seekingalpha.com/article/4604927-warren-buffett-berkshire-hathaway-portfolio-q1-2023-update
Divi, what is truly remarkable is that t and t benefit from the, Buffett bounce. I suspect the COF buy is not Buffett?? Yet still, t and t have lagged spy over ten years, unbelievable, despite the huge edge. It’s hard to imagine underperforming with that , huge edge? Every buy they make is, advertised as a Buffett buy or a Berkshire buy, which gooses the stock, 2 percent plus, and still, they lagged. Honestly , it almost doesn’t seem to be possible with such a huge edge? Worthy of more in depth disclosure and transparency.