Key Points:
– Form 13Fs allow investors to track Wall Street’s money managers.
– Warren Buffett sold over 635 million Apple shares in 2 years.
– Buffett continues to buy stocks despite being a net seller.
– Buffett’s long-term outperformance attracts investors to Berkshire Hathaway.
– Buffett’s annualized return with Berkshire Hathaway is nearly 20% over 60 years.

Warren Buffett:
– Buffett’s stake in Apple was nearing 50% of his portfolio.
– Apple meets Buffett’s investment criteria.
– Buffett sold 69% of Berkshire’s Apple position in 2 years.
– Selling Apple may be due to profit-taking or concerns about its growth.
– Apple’s growth engine stalled for three years.

Buffett’s Investments:
– Buffett has been selling more stock than buying.
– Buffett has been buying Pool Corp. shares for four consecutive quarters.
– Pool Corp. generates revenue from recurring streams.
– Pool Corp. stock isn’t cheap but offers a strong capital-return program.
– Berkshire now holds a 9.3% stake in Pool Corp.

Read more at Nasdaq: Billionaire Warren Buffett Sold 69% of Berkshire’s Stake in Apple and Has Loaded Up on This Industry-Leading Stock for 4 Straight Quarters