- Joseph Terranova trimmed his stakes in Facebook and Domino's. He also bought Virtu Financial, Oracle and BlackRock on Wednesday.
- Jon Najarian sold JD.com Wednesday. He bought Relypsa and sold XPO Logistics on Thursday.
- Stephanie Link bought ServiceNow and sold Broadcom on Thursday.
Four of the seven "Halftime" portfolio participants are beating the S&P 500 this year, including Terranova, who is up 12 percent. Najarian's portfolio has risen 9 percent.
Here's why Najarian and Terranova made their moves.