Charlie Munger Holdings Activity

Daily Journal Corp Portfolio 13F

Daily Journal Corp has disclosed a total of 4 changes to the portfolio in the latest (2024 Q1) SEC report(s): decreased the number of shares of 4 position(s).

What stocks is Charlie Munger buying now?

In the recent quarter Charlie Munger has not purchased any securities.

What does Charlie Munger invest in?

Charlie Munger's holdings are (WFC) WELLS FARGO & CO (46.22%), (BAC) BANK OF AMERICA CORP (42.8%), (BABA) ALIBABA GROUP HOLDING-SP ADR (7.96%) and (USB) US BANCORP (3.01%).

In the latest report(s) the following changes have been made to the investments: (WFC) WELLS FARGO & CO (reduced shares -11.23%), (BAC) BANK OF AMERICA CORP (reduced shares -13.04%), (BABA) ALIBABA GROUP HOLDING-SP ADR (reduced shares -35%) and (USB) US BANCORP (reduced shares -14.64%).

2024 Q1 (4 results)
WFC
-11.23%
-178,800
-5.85%
$57.96
2.16% $59.21
46.22%
BAC
-13.04%
-300,000
-6.42%
$37.92
1.87% $38.63
42.80%
USB
-14.64%
-13,939
-0.52%
$44.70
11.92% $39.37
3.01%
BABA
-35.00%
-105,000
-4.29%
$72.36
10.07% $79.65
7.96%
2022 Q4 (1 result)
PKX
-100.00%
-9,745
-0.20%
$36.63
84.85% $67.72
0.00%
2022 Q1 (1 result)
BABA
-50.17%
-188,787
-15.46%
$108.80
26.79% $79.65
15.35%
2021 Q4 (1 result)
BABA
+99.32%
+300,000
+13.78%
$118.79
32.95% $79.65
27.65%
2021 Q3 (1 result)
BABA
+82.71%
+136,740
+8.99%
$148.05
46.20% $79.65
19.86%
2021 Q1 (1 result)
BABA
buy
+165,320
+19.02%
$226.73
64.87% $79.65
19.02%
2014 Q4 (1 result)
PKX
-84.91%
-40,592
-2.59%
$63.83
6.10% $67.72
0.46%
10 of 10

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.