Norbert Lou - Punch Card Management
| History | Stock | Activity ▼ | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026 | ||||
| ☰ | SGOV - Ishares 0 3 Month Treasury B | Reduce 18.73% | 106,000 | 3.54 |
| Q4 2025 | ||||
| ☰ | PYPL - PayPal Holdings Inc. | Reduce 3.31% | 21,540 | 0.45 |
| ☰ | CROX - Crocs Inc. | Reduce 5.96% | 37,680 | 0.98 |
| ☰ | FISV - Fiserv Inc. | Sell 100.00% | 37,000 | 1.48 |
| Q3 2025 | ||||
| ☰ | CROX - Crocs Inc. | Add 19.04% | 101,142 | 2.62 |
| ☰ | FISV - Fiserv Inc. | Buy | 37,000 | 1.48 |
| ☰ | SWBI - Smith & Wesson Brands Inc | Sell 100.00% | 189,933 | 0.53 |
| Q2 2025 | ||||
| ☰ | PDD - Pinduoduo Inc. | Add 35.29% | 108,253 | 3.66 |
| ☰ | CROX - Crocs Inc. | Buy | 531,108 | 17.36 |
| ☰ | PYPL - PayPal Holdings Inc. | Buy | 650,447 | 15.60 |
| ☰ | SGOV - Ishares 0 3 Month Treasury B | Reduce 2.60% | 15,100 | 0.70 |
| ☰ | SWBI - Smith & Wesson Brands Inc | Reduce 70.73% | 459,023 | 1.97 |
| Q1 2025 | ||||
| ☰ | PDD - Pinduoduo Inc. | Add 135.96% | 176,751 | 9.66 |
| ☰ | BRK.A - Berkshire Hathaway CL A | Reduce 58.45% | 204 | 44.09 |
| Q4 2024 | ||||
| ☰ | PDD - Pinduoduo Inc. | Buy | 130,000 | 4.00 |
| ☰ | SWBI - Smith & Wesson Brands Inc | Reduce 22.75% | 191,082 | 0.74 |
| ☰ | WGO - Winnebago Industries Inc. | Sell 100.00% | 411,480 | 7.15 |
| Q3 2024 | ||||
| ☰ | WGO - Winnebago Industries Inc. | Reduce 58.71% | 585,093 | 9.38 |
| Q2 2024 | ||||
| ☰ | SGOV - Ishares 0 3 Month Treasury B | Add 2,215.14% | 556,000 | 16.55 |
| ☰ | ALLY - Ally Financial Inc. | Sell 100.00% | 2,160,534 | 21.93 |
| Q1 2024 | ||||
| ☰ | ALLY - Ally Financial Inc. | Reduce 28.22% | 849,202 | 7.78 |
| Q4 2023 | ||||
| ☰ | ALLY - Ally Financial Inc. | Reduce 8.74% | 288,181 | 2.22 |
| Q3 2023 | ||||
| ☰ | SGOV - Ishares 0 3 Month Treasury B | Buy | 25,100 | 0.73 |
| Q2 2023 | ||||
| ☰ | ALLY - Ally Financial Inc. | Reduce 5.49% | 191,521 | 1.53 |
| Q3 2022 | ||||
| ☰ | SWBI - Smith & Wesson Brands Inc | Add 60.31% | 316,038 | 1.09 |
| ☰ | WGO - Winnebago Industries Inc. | Reduce 13.89% | 160,701 | 2.42 |
| Q2 2022 | ||||
| ☰ | ALLY - Ally Financial Inc. | Add 6.05% | 199,138 | 2.07 |
| ☰ | WGO - Winnebago Industries Inc. | Add 0.16% | 1,900 | 0.03 |
| ☰ | SWBI - Smith & Wesson Brands Inc | Buy | 524,000 | 2.13 |
| Q1 2022 | ||||
| ☰ | WGO - Winnebago Industries Inc. | Add 12.94% | 132,421 | 1.83 |
| Q2 2020 | ||||
| ☰ | ALLY - Ally Financial Inc. | Add 84.48% | 1,506,747 | 13.18 |
| ☰ | BRK.A - Berkshire Hathaway CL A | Reduce 4.90% | 18 | 2.47 |
| ☰ | WGO - Winnebago Industries Inc. | Reduce 57.12% | 1,362,787 | 19.10 |
| ☰ | NVR - NVR Inc. | Sell 100.00% | 2,531 | 3.28 |
| Q1 2020 | ||||
| ☰ | WGO - Winnebago Industries Inc. | Add 71.44% | 994,190 | 13.94 |
| ☰ | ALLY - Ally Financial Inc. | Buy | 1,783,553 | 12.97 |
| ☰ | NVR - NVR Inc. | Buy | 2,531 | 3.28 |
| ☰ | BRK.A - Berkshire Hathaway CL A | Reduce 1.61% | 6 | 0.85 |
| ☰ | BIDU - Baidu Inc. | Sell 100.00% | 316,295 | 16.63 |
| Q2 2019 | ||||
| ☰ | WGO - Winnebago Industries Inc. | Add 30.27% | 323,357 | 5.96 |
| ☰ | BIDU - Baidu Inc. | Add 18.78% | 50,000 | 2.80 |
| ☰ | PCG - PG&E Corp. | Sell 100.00% | 1,257,938 | 10.57 |
| Q1 2019 | ||||
| ☰ | WGO - Winnebago Industries Inc. | Buy | 1,068,193 | 15.70 |
| ☰ | PCG - PG&E Corp. | Buy | 1,257,938 | 10.57 |
| ☰ | WFC - Wells Fargo | Sell 100.00% | 96,746 | 2.77 |
| Q4 2018 | ||||
| ☰ | WFC - Wells Fargo | Add 254,494.74% | 96,708 | 2.77 |
| ☰ | BIDU - Baidu Inc. | Add 60.83% | 100,718 | 9.93 |
| ☰ | WFC.WS - Wells Fargo Co New | Sell 100.00% | 277,905 | 3.29 |
| Q3 2018 | ||||
| ☰ | CVNA - Carvana Co. | Sell 100.00% | 375,560 | 2.02 |
| Q2 2018 | ||||
| ☰ | WFC - Wells Fargo | Buy | 38 | 0.00 |
| ☰ | WFC.WS - Wells Fargo Co New | Reduce 0.04% | 100 | 0.00 |
| Q1 2018 | ||||
| ☰ | CVNA - Carvana Co. | Buy | 375,560 | 1.11 |
| ☰ | WFC.WS - Wells Fargo Co New | Reduce 71.70% | 704,219 | 10.95 |
| Q3 2017 | ||||
| ☰ | BIDU - Baidu Inc. | Reduce 27.11% | 61,582 | 7.00 |
| Q2 2017 | ||||
| ☰ | BIDU - Baidu Inc. | Reduce 58.41% | 319,020 | 26.31 |
| Q1 2017 | ||||
| ☰ | WFC.WS - Wells Fargo & Co New | Reduce 37.19% | 581,571 | 5.79 |
| Q3 2016 | ||||
| ☰ | WFC.WS - Wells Fargo & Co New | Add 7.14% | 104,279 | 0.65 |
| Q1 2016 | ||||
| ☰ | BIDU - Baidu Inc. | Add 55.27% | 194,420 | 17.95 |
| ☰ | TROW - T. Rowe Price Group | Sell 100.00% | 232,800 | 8.80 |
| ☰ | CRCM - Care Com Inc | Sell 100.00% | 322,178 | 1.22 |
| Q4 2015 | ||||
| ☰ | CTCM - Ctc Media Inc | Sell 100.00% | 776,580 | 0.81 |
| ☰ | BRK.B - Berkshire Hathaway CL B | Sell 100.00% | 500 | 0.04 |
| Q3 2015 | ||||
| ☰ | CRCM - Care Com Inc | Add 245.69% | 228,980 | 0.70 |
| ☰ | BIDU - Baidu Inc. | Buy | 351,759 | 28.97 |
| ☰ | TROW - T. Rowe Price Group | Buy | 232,800 | 9.70 |
| ☰ | CTCM - Ctc Media Inc | Reduce 70.91% | 1,893,050 | 3.71 |
| Q2 2015 | ||||
| ☰ | CRCM - Care Com Inc | Buy | 93,198 | 0.48 |
| Q1 2015 | ||||
| ☰ | BRK.B - Berkshire Hathaway CL B | Buy | 500 | 0.06 |
| Q4 2014 | ||||
| ☰ | BRK.A - Berkshire Hathaway CL A | Buy | 373 | 65.61 |
| ☰ | WFC.WS - Wells Fargo & Co New | Buy | 1,459,516 | 24.27 |
| ☰ | CTCM - Ctc Media Inc | Buy | 2,669,630 | 10.12 |