Night Owl Capital Management’s Baidu BIDU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-16,945
Closed -$4.2M 26
2017
Q3
$4.2M Sell
16,945
-6,432
-28% -$1.59M 2.03% 20
2017
Q2
$4.18M Sell
23,377
-11,416
-33% -$2.04M 2.19% 20
2017
Q1
$6M Sell
34,793
-3,081
-8% -$531K 3.16% 15
2016
Q4
$6.23M Sell
37,874
-348
-0.9% -$57.2K 3.66% 14
2016
Q3
$6.96M Sell
38,222
-340
-0.9% -$61.9K 4.09% 11
2016
Q2
$6.37M Buy
38,562
+31
+0.1% +$5.12K 4.55% 11
2016
Q1
$7.36M Sell
38,531
-201
-0.5% -$38.4K 5.29% 12
2015
Q4
$7.32M Buy
38,732
+4
+0% +$756 4.65% 11
2015
Q3
$5.32M Buy
38,728
+12,574
+48% +$1.73M 3.29% 17
2015
Q2
$5.21M Buy
26,154
+127
+0.5% +$25.3K 2.68% 22
2015
Q1
$5.42M Buy
26,027
+4,143
+19% +$863K 2.83% 22
2014
Q4
$4.99M Buy
21,884
+20,530
+1,516% +$4.68M 2.46% 20
2014
Q3
$295K Buy
+1,354
New +$295K 0.13% 23