Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q4 2022)
According to the SEC 13F filed on Feb 14, 2023, the Berkshire Hathaway portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2022. 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
|