Cutter & Co Brokerage’s Pitney Bowes PBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-31,933
Closed -$231K 227
2024
Q4
$231K Hold
31,933
0.06% 161
2024
Q3
$228K Hold
31,933
0.05% 175
2024
Q2
$162K Buy
31,933
+2,000
+7% +$10.2K 0.04% 185
2024
Q1
$130K Sell
29,933
-8,000
-21% -$34.6K 0.03% 193
2023
Q4
$167K Sell
37,933
-15,767
-29% -$69.4K 0.05% 180
2023
Q3
$162K Hold
53,700
0.05% 188
2023
Q2
$190K Sell
53,700
-1,000
-2% -$3.54K 0.06% 191
2023
Q1
$213K Hold
54,700
0.07% 187
2022
Q4
$208K Sell
54,700
-10,000
-15% -$38K 0.07% 186
2022
Q3
$151K Sell
64,700
-4,200
-6% -$9.8K 0.06% 197
2022
Q2
$249K Sell
68,900
-6,400
-8% -$23.1K 0.09% 177
2022
Q1
$392K Sell
75,300
-3,500
-4% -$18.2K 0.12% 139
2021
Q4
$522K Buy
78,800
+200
+0.3% +$1.33K 0.14% 124
2021
Q3
$567K Hold
78,600
0.14% 143
2021
Q2
$689K Buy
78,600
+300
+0.4% +$2.63K 0.16% 127
2021
Q1
$645K Hold
78,300
0.16% 126
2020
Q4
$482K Hold
78,300
0.13% 146
2020
Q3
$416K Hold
78,300
0.12% 140
2020
Q2
$204K Hold
78,300
0.07% 201
2020
Q1
$160K Hold
78,300
0.06% 194
2019
Q4
$316K Sell
78,300
-13,000
-14% -$52.5K 0.11% 162
2019
Q3
$417K Buy
91,300
+61,400
+205% +$280K 0.13% 165
2019
Q2
$128K Sell
29,900
-1,000
-3% -$4.28K 0.04% 280
2019
Q1
$212K Buy
+30,900
New +$212K 0.06% 253
2015
Q1
Sell
-8,570
Closed -$209K 255
2014
Q4
$209K Hold
8,570
0.08% 212
2014
Q3
$214K Hold
8,570
0.08% 199
2014
Q2
$237K Sell
8,570
-225
-3% -$6.22K 0.09% 194
2014
Q1
$229K Sell
8,795
-240
-3% -$6.25K 0.09% 191
2013
Q4
$211K Buy
+9,035
New +$211K 0.1% 168