She raised her stake by 12% in BRK to 14.5% of her total net worth. She sold two small positions to fund the purchase-XOM and Tsingtao.
Her current top 10:
Equities make up 74.5% of her account value with 25% fixed income and the balance in cash.
She'll miss XOM but she still owns a large stake in COP.
BRK tends to go up after a buy out announcement so I also bought more for myself and sold puts against it today.
Grandma bought more LO today for $38.569/share increasing her position by 12%. It still ranked number 3 in her top ten but it now makes up about 7.8% of her assets.
The purchase was funded by the recent sell of all her PKX at 82 so it's going to 100 soon.
Note: LO is XD today so the new shares will not receive the 55 cent dividend.
1st quarter earnings were up over 13% today and the stock is now trading above 43.
She's looking to sell out of the money call options against her position but she's waiting for better prices.