Warren Buffett Just Sold 1 Stock Up 196% Over the Past 3 Years and Piled Into Another Stock Down 25%. What Is He Thinking?
Warren Buffett and his team at Berkshire Hathaway continued their streak of selling more stocks than they bought in the 2025 first quarter, building up the company's cash pile to more than $347 billion. They sold eight stocks, including closing two positions. One of those was the struggling Citibank and the other was Nu Holdings (NYSE: NU), a soaring growth stock that's up 196% over the past three years.However, they still found seven stocks worthy of buying in the quarter, although they didn't start any new positions. Of particular interest was ramping up their position in Constellation Brands (NYSE: STZ), which is down 25% over the past three years. This could look like a value trap to the amateur investor, but Buffett clearly sees it as a buying opportunity.Let's see why Buffett might be thinking that it's time to sell Nu, a high-growth stock, and buy Constellation Brands, which is down in the dumps.Continue reading
Warren Buffett and his team at Berkshire Hathaway continued their streak of selling more stocks than they bought in the 2025 first quarter, building up the company's cash pile to more than $347 billion. They sold eight stocks, including closing two positions. One of those was the struggling Citibank and the other was Nu Holdings (NYSE: NU), a soaring growth stock that's up 196% over the past three years.
However, they still found seven stocks worthy of buying in the quarter, although they didn't start any new positions. Of particular interest was ramping up their position in Constellation Brands (NYSE: STZ), which is down 25% over the past three years. This could look like a value trap to the amateur investor, but Buffett clearly sees it as a buying opportunity.
Let's see why Buffett might be thinking that it's time to sell Nu, a high-growth stock, and buy Constellation Brands, which is down in the dumps.
