Major Changes to Berkshire Hathaway’s Portfolio in Fourth Quarter, 2022.
Berkshire Hathaway filed its SEC Form 13F for December 31, 2022 after the market closed today.
The major changes were:
Reductions in Stakes:
(1) Taiwan Semiconductor (-$4 billion) (-86% of stake)
(2) U.S. Bancorp (-$3 billion) (-91% of stake)
(3) Bank of New York Mellon (-$1.5 billion) (-60% of stake)
(4) Activision Blizzard (-$500 million) (-12% of stake)
