Barnett & Company’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $848K | Buy |
77,700
+58,200
| +298% | +$635K | 0.67% | 42 |
|
2025
Q1 | $176K | Buy |
+19,500
| New | +$176K | 0.15% | 80 |
|
2022
Q1 | – | Sell |
-96,500
| Closed | -$640K | – | 214 |
|
2021
Q4 | $640K | Sell |
96,500
-21,500
| -18% | -$143K | 0.45% | 55 |
|
2021
Q3 | $851K | Sell |
118,000
-19,500
| -14% | -$141K | 0.64% | 42 |
|
2021
Q2 | $1.21M | Hold |
137,500
| – | – | 0.8% | 38 |
|
2021
Q1 | $1.13M | Buy |
137,500
+114,500
| +498% | +$943K | 0.6% | 44 |
|
2020
Q4 | $141K | Buy |
+23,000
| New | +$141K | 0.09% | 109 |
|