Sold 20% of my BRK shares in IRA #5 at 113.1/sh and initiated a position in IBM at 195.2/sh
This account is currently 61% BRK, 17% IBM, 15% PG and 7% WFC.
This is only the second trade in this account since its inception over 15 years ago. The WFC shares were purchased at around 20 when a CD matured in 2009 or 2010. The only other trade other then todays, was the sell of some UST to buy G which later became PG-that turned out to be a bad mistake because UST was later bought out..
No I'm talking about cash for her monthly living expenses which also includes estimated quarterly taxes. Currently this account pays out about 1/3 of her monthly income needs with the balance coming from another account that is slowly being liquidated.
Since March of 2006, when this account was opened, she's doubled her money which when you consider the crash of 2008 and 09 she's done OK. Also, she now earns enough through dividends and interest to live on regardless what the stock market does which is impressive because her largest position is BRK which pays no dividend.