Subject: Re: 13F out tonight?
“We know that Berkshire sold about 118m shares of Apple with a cost basis of about $35, so that would account for a drop of about $4.1b in the cost basis.”

Funny, after the news of the 13% Q1 trim of Apple, we still own a position priced at $150B! Imagine Tim is buying shares despite the valuation. Earlier in the week, I trimmed 8% of my longstanding personal Apple position & 25% of the position in my elderly mothers account. Warren’s recent noteworthy trim facilitated my sell decision, for better or worse.