Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q4 2022)
As of Dec 31, 2022, the Berkshire Hathaway portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 2023. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q4 2022, the filing reported:
New Buys - Nu Holdings
Reductions - Ally Financial Inc., The Bank of New York Mellon Cor, Chevron Corporation, Kroger Company (The), McKesson Corporation, and 2 more
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q4 2022
|
AAPL
Apple Inc.
|
Buy |
+333,856
|
|
Q4 2022
|
ALLY
Ally Financial Inc.
|
Sell |
-200,000
|
|
Q4 2022
|
BK
The Bank of New York Mellon Cor
|
Sell |
-37,141,011
|
|
Q4 2022
|
CVX
Chevron Corporation
|
Sell |
-2,383,547
|
|
Q4 2022
|
G6683N103
Nu Holdings
|
Buy - Position Entry |
+107,118,784
|
|
Q4 2022
|
KR
Kroger Company (The)
|
Sell |
-268,823
|
|
Q4 2022
|
LPX
Louisiana-Pacific Corporation
|
Buy |
+1,249,003
|
|
Q4 2022
|
MCK
McKesson Corporation
|
Sell |
-342,830
|
|
Q4 2022
|
PARA
Paramount Global
|
Buy |
+2,420,679
|
|
Q4 2022
|
TSM
Taiwan Semiconductor Manufactur
|
Sell |
-51,768,156
|
|
Q4 2022
|
USB
U.S. Bancorp
|
Sell |
-71,117,379
|