CBIZ Investment Advisory Services’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 | $4.31K | Hold |
395
| – | – | ﹤0.01% | 450 |
|
2025
Q1 | $3.58K | Hold |
395
| – | – | ﹤0.01% | 427 |
|
2024
Q4 | $2.86K | Buy |
395
+100
| +34% | +$724 | ﹤0.01% | 355 |
|
2024
Q3 | $2.1K | Hold |
295
| – | – | ﹤0.01% | 341 |
|
2024
Q2 | $1.5K | Hold |
295
| – | – | ﹤0.01% | 345 |
|
2024
Q1 | $1.28K | Buy |
+295
| New | +$1.28K | ﹤0.01% | 321 |
|
2021
Q4 | – | Hold |
0
| – | -$2K | – | 71 |
|
2021
Q3 | – | Hold |
0
| – | -$3K | – | 97 |
|
2021
Q2 | – | Hold |
0
| – | -$2K | – | 93 |
|
2021
Q1 | – | Hold |
0
| – | -$2K | – | 86 |
|
2020
Q4 | – | Hold |
0
| – | -$2K | – | 106 |
|
2020
Q3 | – | Hold |
0
| – | -$1K | – | 107 |
|
2020
Q2 | – | Hold |
0
| – | -$1K | – | 113 |
|
2020
Q1 | – | Hold |
0
| – | -$1K | – | 209 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 145 |
|