Optimist Retirement Group’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	$376K	Buy	34,424 +3,344	+11%	+$36.5K	0.18%	63
2025 Q1	$281K	Sell	31,080 -4,570	-13%	-$41.4K	0.14%	65
2024 Q4	$258K	Buy	35,650 +331	+0.9%	+$2.4K	0.12%	82
2024 Q3	$252K	Buy	+35,319	New	+$252K	0.11%	89