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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

4 changes from Charlie Munger (Daily Journal), filed 2025-04-15 for period end 2025-03-31.

$215.7M portfolio value
StockActionChangeCurrentPortfolio Impact
01609W102
Alibaba Group Holding Ltd
Increased$9.3M$25.8M4.29%
60505104
Bank of America Corp
Reduced-$4.4M$83.5M2.06%
949746101
Wells Fargo & Co
Increased$2.2M$101.4M1.02%
902973304
US Bancorp
Reduced-$670,395$5.0M0.31%

Evidence

Related Cards

CM
Reduced60505104

Charlie Munger

Charlie Munger (Daily Journal) filed a 13F change in Bank of America Corp (60505104) on 2025-04-15, covering period end 2025-03-31.

CM
Increased949746101

Charlie Munger

Charlie Munger (Daily Journal) filed a 13F change in Wells Fargo & Co (949746101) on 2025-04-15, covering period end 2025-03-31.

Charlie Munger (Daily Journal) disclosed increased in Alibaba Group Holding Ltd | TradingNote AI