The cash flow statement in the most recent 10-Q, specifically the 2nd quarter cash flows from investing activities section, shows that Buffett bought $ 3.282 billion in equities and sold $ 2.710 billion in equities ytd. That's no big deal in itself but the 2nd quarter 10-Q only gives a ytd look at cash flows. So you need to look at the 1st quarter cash flows from investing activities and subtract the difference. If you subtract the equities bought & sold in the 1st quarter from the 2nd quarter, you get a clean look at the equities bought in 2Q alone. Doing this simple math reveals:
Equities Bought: 1.638 billion
Equities Sold: .427 billion
Net Buying: 1.211 billion
We should find out when the 13F-HR is released the specific equities he was buying and selling. A couple reasons why we may not find out what he bought/sold is that: 1) the SEC allows Buffett to hold back from the 13F-HR what he is buying/selling under certain circumstances (building a large position), or 2) the equities bought/sold do not trade on a US exchange.
The latest 10-Q revealed a minor further drop in the cost basis of Procter & Gamble (PG), so that was some of the selling in the 2nd quarter.