Subject: Re: Bite size trim of AAPL
Trimmed a bit more AAPL today (5%) at $184. Had been thinking of this over the last few weeks, but with Buffett selling 13% last 1Q, it’s an oversized position for me, flattish sales growth & it’s up $20 in 3 weeks, it felt reasonable. Easier to sell in small slices, for me at least. Hope we get great news at the WWDC24 event next month.