Ironwood Investment Management’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
$231K Sell
21,179
-31,411
-60% -$343K 0.11% 143
2025
Q1
$476K Hold
52,590
0.26% 100
2024
Q4
$381K Hold
52,590
0.19% 119
2024
Q3
$375K Hold
52,590
0.18% 120
2024
Q2
$267K Sell
52,590
-36,434
-41% -$185K 0.14% 131
2024
Q1
$385K Hold
89,024
0.19% 119
2023
Q4
$392K Buy
89,024
+44,512
+100% +$196K 0.21% 110
2023
Q3
$134K Hold
44,512
0.08% 152
2023
Q2
$158K Hold
44,512
0.09% 152
2023
Q1
$173K Hold
44,512
0.11% 146
2022
Q4
$169K Sell
44,512
-712
-2% -$2.71K 0.11% 146
2022
Q3
$105K Hold
45,224
0.07% 158
2022
Q2
$164K Hold
45,224
0.11% 153
2022
Q1
$235K Buy
45,224
+24,272
+116% +$126K 0.13% 154
2021
Q4
$139K Hold
20,952
0.07% 174
2021
Q3
$151K Hold
20,952
0.08% 168
2021
Q2
$184K Hold
20,952
0.09% 171
2021
Q1
$173K Buy
+20,952
New +$173K 0.09% 165