Sale Of Long Term Investments (Historical)
Returns the cash proceeds from selling long-term investments for a company. This includes sales of equity stakes, long-term bonds, and other non-current investment securities.
Understanding the Metric
Long-term investments include:
- Equity stakes in other companies
- Long-term bonds and debt securities
- Joint venture interests
- Strategic investments held > 1 year
Positive values indicate cash received from investment sales. This is a common source of investing cash flow for companies managing investment portfolios.
Parameters
| Parameter | Description |
|---|---|
| Symbol | Stock ticker (e.g., AAPL, MSFT) |
| Year | Fiscal year or period code (lq, ly, lq-1, ly-1, lt, lt-1) |
| Quarter | Optional: 1, 2, 3, or 4 (default: 1) |
| TTM | Optional: "TTM" for trailing twelve months |
Period Codes
| Code | Meaning |
|---|---|
| lq | Last reported quarter |
| lq-1 | Quarter before last |
| ly | Last fiscal year |
| ly-1 | Year before last |
| lt | Last trailing twelve months |
| lt-1 | Prior trailing twelve months |
Examples
=hf_Sale_of_long_term_investments("BRK-B", 2023, 4)=hf_Sale_of_long_term_investments("AAPL", "ly")=hf_Sale_of_long_term_investments("GOOGL", 2023, , "TTM")=hf_Sale_of_long_term_investments(A1, B1, C1)=hf_Sale_of_long_term_investments("MSFT", "lq")When to Use
- Analyzing investment portfolio management
- Understanding investing cash flow components
- Evaluating strategic divestiture activities
- Calculating net investment activity
- Assessing capital allocation decisions
When NOT to Use
| Scenario | Use Instead |
|---|---|
| Need short-term investment sales | hf_Sale_of_short_term_investments() |
| Need long-term investment purchases | hf_Purchase_of_long_term_investments() |
| Need PP&E sales | hf_Sale_of_property_plant_equipment() |
| Need investment balance | Check balance sheet investment functions |
Common Issues & FAQ
Q: What qualifies as a long-term investment? A: Typically investments held for more than one year, including equity stakes, long-term bonds, and strategic investments not intended for near-term sale.
Q: Does this include gains on investment sales? A: This shows cash proceeds. Investment gains/losses are reported separately on the income statement.
Q: Why is this significant for companies like Berkshire Hathaway? A: Investment holding companies actively manage portfolios, so investment sales are a core part of their investing activities and cash flow generation.
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