Warren Buffett's Berkshire Hathaway is expected to file its quarterly portfolio snapshot with the SEC later today (Thursday.)
The report of Berkshire's publicly-traded U.S. stock holdings as of June 30 should give us some clues on whether Buffett took advantage of stock price declines to add to his holdings.
It's not a perfectly clear look behind the curtain, because Buffett sometimes gets permission to temporarily omit information on stocks he's actively accumulating.
Three months ago, we learned that Berkshire had increased its stakes in two healthcare companies and eliminated Ameriprise Financial from its portfolio during the first quarter.
We got even bigger news in the February filing for 2007's fourth quarter: an 8.6 percent stake in Kraft Foods that had been built up for several months.