Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A


Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (35) |
Author: rayvt 🐝  😊 😞
Number: of 15060 
Subject: Re: Selling BRK pre/post meeting?
Date: 05/02/2025 5:17 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 0
I admit upon seeing BRKB break past 540, I unloaded nearly my entire tax-deferred shares. ...
I will continue to hold the shares in my taxable accounts, since I already sold off this year's allotment and see no need to tangle with the taxman any further.


I sold all but a token amount in my tax-deferred accounts a while ago.

Now I've got a June 540 covered call against a long-held holding in a taxable account with a rather large unrealized gain, that I really don't want to get assigned and the gain realized.

If BRK-B is still above 540 might need to buy shares the day before expiration (on margin) so those new shares will be the delivered lot. Will that work?
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (35) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds