NorthRock Partners’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 |
-12,002
| Closed | -$86.9K | – | 877 |
|
|
2024
Q4 | $86.9K | Sell |
12,002
-1,792
| -13% | -$13K | ﹤0.01% | 624 |
|
|
2024
Q3 | $98.4K | Sell |
13,794
-819
| -6% | -$5.84K | ﹤0.01% | 650 |
|
|
2024
Q2 | $74.2K | Buy |
14,613
+724
| +5% | +$3.68K | ﹤0.01% | 638 |
|
|
2024
Q1 | $60.1K | Sell |
13,889
-5,432
| -28% | -$23.5K | ﹤0.01% | 647 |
|
|
2023
Q4 | $85K | Buy |
+19,321
| New | +$85K | ﹤0.01% | 594 |
|