Warren Buffett's Berkshire Hathaway Inc (NYSE:BRK) (NYSE:BRK) has made some important changes in its holdings during the fourth quarter of 2022, with a major reduction in Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) being the highlight.
Latest 13-F filings show that Berkshire Hathaway has increased its stake in Apple Inc (NASDAQ:AAPL), having bought 333,856 shares of the tech giant during the quarter. Berkshire's current holding of Apple stands at over a whopping $116 billion, according to Whale Wisdom.
During the fourth quarter, shares of Apple lost close to 6%. However, the stock has gained over 22% since the beginning of this year.
The other major addition during the quarter includes Paramount Global (NASDAQ:PARA). Buffett's firm added over 2.4 million shares of the entertainment conglomerate, with the current valuation of its holding standing at over $1.58 billion. Paramount shares have gained over 31% so far this year.
Major Reductions: Berkshire cut its stake in Taiwan Semiconductor by 86%, with holdings now valued at over $617 million.
As Berkshire is known to hold stocks for long durations, the sale came as a surprise to investors. Berkshire had purchased 60 million shares of Taiwan Semiconductor worth $4.6 billion during the third quarter, which was by far its largest in the period. Shares of TSM dropped 4.96% in extended trading following the news.
At the same time, Berkshire also trimmed its stake in US Bancorp (NYSE:USB) by 71 million shares during the quarter. The valuation of its holdings stands at close to $300 million, according to the 13 F filing. Shares of US Bancorp have gained over 10% this year.
沃伦·巴菲特伯克希尔·哈撒韦公司 (紐約證交所代碼:BRK) (紐約證交所代碼:BRK) 在 2022 年第四季度的持有量作出一些重要變動,其持有量大幅減少 台灣半導體股份有限公司有限公司有限公司 (紐約證交所代碼:TSM)是亮點。
最新的 13-F 文件顯示,伯克希爾·哈撒韋已經增加了其在中的股份 蘋果公司 (納斯達克:AAPL),在本季度購買了該科技巨頭 333,856 股。根據鯨魚智慧,伯克希爾目前對蘋果的持有量超過 1600 億美元。
在第四季度,蘋果公司的股票失去了接近 6%。但是,自今年年初以來,該股價已經上漲了 22% 以上。
該季度的其他主要增加包括 派拉蒙全球 (納斯達克:段).巴菲特公司增加了超過 240 萬股的娛樂集團股份,其控股目前的估值超過 $1.58 億美元。派拉蒙股票已經獲得了超過 31% 到目前為止,今年.
主要減少: 伯克希爾削減了其在台灣半導體的股份 86%,目前持股價值超過 6.17 億美元。
由於伯克希爾(Berkshire)長期持有股票,因此出售令投資者感到驚訝。伯克希爾在第三季度購買了六千萬股台灣半導體,價值 46 億美元,這是迄今為止最大的。在新聞之後,TSM 的股票在擴展交易中下跌了 4.96%。
與此同時,伯克希爾還削減了其股份 美國銀集團 紐約證券交易所代碼:USB)在本季度增加了 7100 萬股。根據 13 F 文件,其持有的估值接近 3 億美元。美國銀行公司的股票今年已經上漲了 10% 以上。