Punch Card Management BRK-A trades
Norbert Lou
Norbert Lou Berkshire Hathaway Inc stake
total: 19
Trades details
- Total transactions:
- 4
- New positions:
- 1
- Reduced:
- 3
- Held since:
- 2014 Q4
- Held for:
- 47 quarters
- Latest activity:
- 2025 Q1
According to 2026 Q2 report, Norbert Lou holds 145 Berkshire Hathaway Inc (BRK-A) shares with a market value of roughly $108.58M accounting for 42.42% of the overall portfolio. To date, the estimated cost basis is nearly $226000 for "buy" trades and estimated average "sell" price is $742655.71. Punch Card Management first purchased BRK-A in 2014 Q4, initially acquiring 373 shares. Since the initial investment in Berkshire Hathaway Inc (BRK-A), Punch Card Management has made 3 more transactions.
When did Norbert Lou buy Berkshire Hathaway Inc (BRK-A)?
Norbert Lou first invested in Berkshire Hathaway Inc (BRK-A) in 2014 Q4 at the reported quarter-end price of $226,000.00 per share.
What's the cost basis of Punch Card Management's BRK-A stake?
The estimated cost basis for Berkshire Hathaway Inc (BRK-A) stake is around $226,000.00 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $226,000.00
- Weighted AVG sell price:
- $742,655.71
Norbert Lou's historical trades in Berkshire Hathaway Inc
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q1
|
53.44%
|
145
|
$798,441.60
|
$115,774,032
|
-58.45% (-204)
|
-51.69%
|
|
2020 Q2
|
41.15%
|
$267,300.86
|
-4.90% (-18)
|
|||
|
2020 Q1
|
50.31%
|
$272,000.00
|
-1.61% (-6)
|
|||
|
2014 Q4
|
65.61%
|
$226,000.00
|
new
|
|||
* 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.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.