Cooper/Haims Advisors’s Pitney Bowes PBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$256K Sell
2025
Q2
$299K Sell
2025
Q1
$258K Sell
2024
Q4
$210K Sell
2024
Q3
$242K Buy
2024
Q2
$173K Buy
2024
Q1
$147K Buy
2023
Q4
$149K Buy
2023
Q3
Sell
2023
Q2
$42.9K Buy
2023
Q1
$46.3K Buy
2022
Q4
$45K Buy
2022
Q3
$28K Buy
2022
Q2
$43K Buy
2022
Q1
$62K Buy
2021
Q4
$78K Buy
2021
Q3
$85K Hold
2021
Q2
$104K Buy