$Apple(AAPL)$ I was reducing m

$Apple(AAPL)$ I was reducing my AAPL holdings during the same timeframe. We can only guess at another's motivations when it comes to selling. And certainly Warren has more access to AAPL leadership than I do.

But for me, I can follow Warren's thinking on Owners Earnings taking into account forward EPS, dividends, and buybacks, and looking forward AAPL growth on this basis is forecast to be average.

That's not the role I hired AAPL for in my portfolio and I'm less comfortable with the risk/reward and reliance on buybacks so I reduced the position (still significant but no longer number 1) and used the proceeds for other more growth oriented holdings.

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