Norbert Lou - Punch Card Management

History Stock Activity Share change % change to portfolio
Q4  2025
PYPL - PayPal Holdings Inc. Reduce 3.31% 21,540 0.42
CROX - Crocs Inc. Reduce 5.96% 37,680 1.07
FISV - Fiserv Inc. Sell 100.00% 37,000 1.48
Q3  2025
SWBI - Smith & Wesson Brands Sell 100.00% 189,933 0.53
Q2  2025
SGOV - Ishares 0 3 Month Treasury B Reduce 2.60% 15,100 0.49
SWBI - Smith & Wesson Brands Reduce 70.73% 459,023 1.28
Q1  2025
BRK.A - Berkshire Hathaway CL A Reduce 58.45% 204 75.18
Q4  2024
SWBI - Smith & Wesson Brands Reduce 22.75% 191,082 0.61
WGO - Winnebago Industries Inc. Sell 100.00% 411,480 7.15
Q3  2024
WGO - Winnebago Industries Inc. Reduce 58.71% 585,093 10.17
Q2  2024
ALLY - Ally Financial Inc. Sell 100.00% 2,160,534 21.93
Q1  2024
ALLY - Ally Financial Inc. Reduce 28.22% 849,202 8.62
Q4  2023
ALLY - Ally Financial Inc. Reduce 8.74% 288,181 2.64
Q2  2023
ALLY - Ally Financial Inc. Reduce 5.49% 191,521 1.49
Q3  2022
WGO - Winnebago Industries Inc. Reduce 13.89% 160,701 2.84
Q2  2020
BRK.A - Berkshire Hathaway CL A Reduce 4.90% 18 2.12
WGO - Winnebago Industries Inc. Reduce 57.12% 1,362,787 40.05
NVR - NVR Inc. Sell 100.00% 2,531 3.28
Q1  2020
BRK.A - Berkshire Hathaway CL A Reduce 1.61% 6 0.82
BIDU - Baidu Inc. Sell 100.00% 316,295 16.63