Norbert Lou - Punch Card Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 4 | |
| Portfolio Value | $216.63M |
Punch Card Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2020Mar 31, 2020 | BIDU Baidu, Inc. | Sell - Position Exit | -316,295-100.0% |
Q2 2019Jun 30, 2019 | WGO Winnebago Industries, Inc. | Buy | +323,357+30.3% |
Q2 2019Jun 30, 2019 | BIDU Baidu, Inc. | Buy | +50,000+18.8% |
Q2 2019Jun 30, 2019 | PCG Pacific Gas & Electric Co. | Sell - Position Exit | -1,257,938-100.0% |
Q1 2019Mar 31, 2019 | PCG Pacific Gas & Electric Co. | Buy - Position Entry | +1,257,938 |
Q1 2019Mar 31, 2019 | WGO Winnebago Industries, Inc. | Buy - Position Entry | +1,068,193 |
Q1 2019Mar 31, 2019 | WFC Wells Fargo & Company | Sell - Position Exit | -96,746-100.0% |
Q4 2018Dec 31, 2018 | BIDU Baidu, Inc. | Buy | +100,718+60.8% |
Q4 2018Dec 31, 2018 | WFC Wells Fargo & Company | Buy | +96,708+254494.7% |
Q3 2018Sep 30, 2018 | CVNA Carvana Co. | Sell - Position Exit | -75,112-100.0% |
Q2 2018Jun 30, 2018 | WFC Wells Fargo & Company | Buy - Position Entry | +38 |
Q1 2018Mar 31, 2018 | CVNA Carvana Co. | Buy - Position Entry | +75,112 |
Q3 2017Sep 30, 2017 | BIDU Baidu, Inc. | Sell | -61,582-27.1% |
Q2 2017Jun 30, 2017 | BIDU Baidu, Inc. | Sell | -319,020-58.4% |
Q1 2016Mar 31, 2016 | BIDU Baidu, Inc. | Buy | +194,420+55.3% |
Q1 2016Mar 31, 2016 | TROW T. Rowe Price Group, Inc. | Sell - Position Exit | -232,800-100.0% |
Q4 2015Dec 31, 2015 | BRK-B Berkshire Hathaway Inc. New | Sell - Position Exit | -500-100.0% |
Q3 2015Sep 30, 2015 | BIDU Baidu, Inc. | Buy - Position Entry | +351,759 |
Q3 2015Sep 30, 2015 | TROW T. Rowe Price Group, Inc. | Buy - Position Entry | +232,800 |
Q1 2015Mar 31, 2015 | BRK-B Berkshire Hathaway Inc. New | Buy - Position Entry | +500 |
Q4 2014Dec 31, 2014 | BRK-A Berkshire Hathaway Inc. | Buy - Position Entry | +373 |