Looking at history may provide a clue into Warren Buffett and company’s future trades. Might Berkshire’s managers be willing to add to the firm’s AAPL position in Q3?
Berkshire allocates over 40% of its assets to Apple. Given such a large ratio, it is reasonable to think that the conglomerate might be reluctant to buy more AAPL shares now. However, the portfolio has been highly concentrated into few names for the past many quarters, suggesting that ...