Punch Card Management Berkshire Hathaway Inc transactions over time
BRK-B
Berkshire Hathaway Inc historical holders
total: 35
Transactions details
- Total transactions:
- 2
- New positions:
- 1
- Sold out:
- 1
- Held since:
- 2015 Q1
- Held for:
- 3 quarters
- Latest activity:
- 2015 Q4
Norbert Lou has been an institutional investor in Berkshire Hathaway Inc (BRK-B) since 2015 Q1. According to 2026 Q2 report, Norbert Lou doesn't hold any shares. The fund/company first acquired BRK-B in 2015 Q1, initially purchasing 500 shares. Since the initial investment, Punch Card Management has made 1 more transaction in this position.
When did Norbert Lou exit their BRK-B position?
Norbert Lou no longer holds Berkshire Hathaway Inc (BRK-B). They sold off their entire position in 2015 Q4, closing out an investment that began in 2015 Q1.
When did Norbert Lou first invest in BRK-B?
Norbert Lou first invested in Berkshire Hathaway Inc (BRK-B) in 2015 Q1 at the reported quarter-end price of $144.00 per share, acquiring 500 shares in their initial purchase.
What is Norbert Lou's average cost basis for BRK-B?
Based on historical transaction data, Norbert Lou's estimated cost basis for Berkshire Hathaway Inc (BRK-B) is approximately $144.00 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $144.00
- Weighted AVG sell price:
- $130.00
* 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.