Norbert Lou recent buys & sells (2018 Q2)
Punch Card Management
Punch Card Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $154.68M (-$897K)
- Previous value:
- $155.58M
- # of changes:
- 2
- New positions:
- 1
- Reported for:
- 30 Jun 2018 (Q2)
- Latest filing date:
- 14 Aug 2018
Punch Card Management has disclosed a total of 2 changes to the portfolio in the (2018 Q2) SEC report(s): bought 1 totally new and decreased the number of shares of 1 position(s).
What stocks did Norbert Lou buy in 2018 Q2?
During 2018 Q2 Norbert Lou has bought (WFC) Wells Fargo & Company (new buy).
2 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Wells Fargo & Company
|
new
|
$52.63
|
+55.69%($81.94)
|
0.00%
|
2018 Q2
|
~0.25 years
|
||||
|
|
WELLS FARGO & CO-CW18
|
-0.04%
|
$22.02
|
|
3.96%
|
2014 Q4
|
~3.75 years
|
||||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".