老巴一旦开始减持一只股票，就会不断地减持。

苹果已经是老巴连续两个季度减持，而且这次的减持力度远远大于上次。老巴持有苹果的仓位依然太高（超过第二持仓将近1000亿美元），更大的减持恐怕还在后面。YMYD。

he comparisons vs. a year-ago are as follows:

Stake (Q1’24)	Stake (Q1’23)	Change
Apple	$135.4B	$174.3B	(-22.32%)
Bank of America	$39.2B	$34.8B	+12.64%
American Express	$34.5B	$28.4B	+21.48%
Coca-Cola	$24.5B	$23.6B	+3.81%
Chevron	$19.4B	$18.8B	+3.19%