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 | 3.94 |
| Q4 2025 | ≡ | FISV - Fiserv Inc. | Sell 100.00% | 37,000 | 1.48 | ≡ | CROX - Crocs Inc. | Reduce 5.96% | 37,680 | 1.07 | ≡ | PYPL - PayPal Holdings Inc. | Reduce 3.31% | 21,540 | 0.42 |
| Q3 2025 | ≡ | CROX - Crocs Inc. | Add 19.04% | 101,142 | 2.62 | ≡ | FISV - Fiserv Inc. | Buy | 37,000 | 1.48 | ≡ | SWBI - Smith & Wesson Brands | Sell 100.00% | 189,933 | 0.53 |
| Q2 2025 | ≡ | CROX - Crocs Inc. | Buy | 531,108 | 17.36 | ≡ | PYPL - PayPal Holdings Inc. | Buy | 650,447 | 15.60 | ≡ | PDD - Pinduoduo Inc. | Add 35.29% | 108,253 | 3.66 | ≡ | SWBI - Smith & Wesson Brands | Reduce 70.73% | 459,023 | 1.28 | ≡ | SGOV - Ishares 0 3 Month Treasury B | Reduce 2.60% | 15,100 | 0.49 |
| Q1 2025 | ≡ | BRK.A - Berkshire Hathaway CL A | Reduce 58.45% | 204 | 75.18 | ≡ | PDD - Pinduoduo Inc. | Add 135.96% | 176,751 | 9.66 |
| Q4 2024 | ≡ | WGO - Winnebago Industries Inc. | Sell 100.00% | 411,480 | 7.15 | ≡ | PDD - Pinduoduo Inc. | Buy | 130,000 | 4.00 | ≡ | SWBI - Smith & Wesson Brands | Reduce 22.75% | 191,082 | 0.61 |
| 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 | ≡ | SGOV - Ishares 0 3 Month Treasury B | Add 2215.14% | 556,000 | 16.55 |
| 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 |
| 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 | 1.49 |
| Q3 2022 | ≡ | WGO - Winnebago Industries Inc. | Reduce 13.89% | 160,701 | 2.84 | ≡ | SWBI - Smith & Wesson Brands | Add 60.31% | 316,038 | 1.09 |
| Q2 2022 | ≡ | SWBI - Smith & Wesson Brands | Buy | 524,000 | 2.13 | ≡ | ALLY - Ally Financial Inc. | Add 6.05% | 199,138 | 2.07 | ≡ | WGO - Winnebago Industries Inc. | Add 0.16% | 1,900 | 0.03 |
| Q1 2022 | ≡ | WGO - Winnebago Industries Inc. | Add 12.94% | 132,421 | 1.83 |
| Q2 2020 | ≡ | WGO - Winnebago Industries Inc. | Reduce 57.12% | 1,362,787 | 40.05 | ≡ | ALLY - Ally Financial Inc. | Add 84.48% | 1,506,747 | 13.18 | ≡ | NVR - NVR Inc. | Sell 100.00% | 2,531 | 3.28 | ≡ | BRK.A - Berkshire Hathaway CL A | Reduce 4.90% | 18 | 2.12 |
| Q1 2020 | ≡ | BIDU - Baidu Inc. | Sell 100.00% | 316,295 | 16.63 | ≡ | 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 | 0.82 |