Investors recently got a look at Berkshire Hathaway's stock portfolio, and there were some surprises.

When Berkshire Hathaway ( BRK.A -0.26% ) ( BRK.B -0.35% ) released its second-quarter earnings, it was revealed that the Warren Buffett -led conglomerate had been a net seller of stocks. But that didn't come close to telling the whole story.

In the company's just-released 13-F filing with the Securities and Exchange Commission (SEC), investors got an updated look at Berkshire's portfolio. And to be clear, Berkshire was a net seller of stocks.

However, this was primarily because of three specific moves:

Berkshire sold another 20 million shares of Apple , worth about $4.6 billion at current prices.

The Bank of America investment was trimmed by another 26.3 million

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