Cooper/Haims Advisors’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 | $299K | Sell |
27,406
-1,079
| -4% | -$11.8K | 0.15% | 62 |
|
|
2025
Q1 | $258K | Sell |
28,485
-494
| -2% | -$4.47K | 0.14% | 64 |
|
|
2024
Q4 | $210K | Sell |
28,979
-4,989
| -15% | -$36.1K | 0.12% | 74 |
|
|
2024
Q3 | $242K | Buy |
33,968
+11
| +0% | +$78 | 0.13% | 69 |
|
|
2024
Q2 | $173K | Buy |
33,957
+15
| +0% | +$76 | 0.1% | 81 |
|
|
2024
Q1 | $147K | Buy |
33,942
+18
| +0.1% | +$78 | 0.09% | 79 |
|
|
2023
Q4 | $149K | Buy |
+33,924
| New | +$149K | 0.08% | 76 |
|
|
2023
Q3 | – | Sell |
-12,130
| Closed | -$42.9K | – | 79 |
|
|
2023
Q2 | $42.9K | Buy |
12,130
+232
| +2% | +$821 | 0.03% | 72 |
|
|
2023
Q1 | $46.3K | Buy |
11,898
+17
| +0.1% | +$66 | 0.04% | 69 |
|
|
2022
Q4 | $45K | Buy |
11,881
+16
| +0.1% | +$61 | 0.03% | 71 |
|
|
2022
Q3 | $28K | Buy |
11,865
+20
| +0.2% | +$47 | 0.02% | 67 |
|
|
2022
Q2 | $43K | Buy |
11,845
+13
| +0.1% | +$47 | 0.03% | 76 |
|
|
2022
Q1 | $62K | Buy |
11,832
+12
| +0.1% | +$63 | 0.04% | 78 |
|
|
2021
Q4 | $78K | Buy |
11,820
+16
| +0.1% | +$106 | 0.05% | 78 |
|
|
2021
Q3 | $85K | Hold |
11,804
| – | – | 0.05% | 79 |
|
|
2021
Q2 | $104K | Buy |
+11,804
| New | +$104K | 0.07% | 86 |
|