Montag & Associates’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 | – | Sell |
-166
| Closed | -$1.5K | – | 999 |
|
|
2025
Q1 | $1.5K | Hold |
166
| – | – | ﹤0.01% | 919 |
|
|
2024
Q4 | $1.2K | Hold |
166
| – | – | ﹤0.01% | 933 |
|
|
2024
Q3 | $1.18K | Hold |
166
| – | – | ﹤0.01% | 963 |
|
|
2024
Q2 | $844 | Hold |
166
| – | – | ﹤0.01% | 952 |
|
|
2024
Q1 | $719 | Hold |
166
| – | – | ﹤0.01% | 949 |
|
|
2023
Q4 | $731 | Hold |
166
| – | – | ﹤0.01% | 891 |
|
|
2023
Q3 | $502 | Hold |
166
| – | – | ﹤0.01% | 887 |
|
|
2023
Q2 | $588 | Hold |
166
| – | – | ﹤0.01% | 897 |
|
|
2023
Q1 | $646 | Hold |
166
| – | – | ﹤0.01% | 899 |
|
|
2022
Q4 | $631 | Hold |
166
| – | – | ﹤0.01% | 920 |
|
|
2022
Q3 | $0 | Hold |
166
| – | – | ﹤0.01% | 888 |
|
|
2022
Q2 | $1K | Hold |
166
| – | – | ﹤0.01% | 801 |
|
|
2022
Q1 | $1K | Hold |
166
| – | – | ﹤0.01% | 820 |
|
|
2021
Q4 | $1K | Hold |
166
| – | – | ﹤0.01% | 836 |
|
|
2021
Q3 | $1K | Hold |
166
| – | – | ﹤0.01% | 841 |
|
|
2021
Q2 | $1K | Hold |
166
| – | – | ﹤0.01% | 834 |
|
|
2021
Q1 | $1K | Hold |
166
| – | – | ﹤0.01% | 832 |
|
|
2020
Q4 | $1K | Buy |
+166
| New | +$1K | ﹤0.01% | 782 |
|