Petrus Trust Company’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 | $112K | Hold |
10,284
| – | – | 0.01% | 491 |
|
|
2025
Q1 | $93.1K | Sell |
10,284
-99,637
| -91% | -$902K | 0.01% | 569 |
|
|
2024
Q4 | $796K | Hold |
109,921
| – | – | 0.08% | 72 |
|
|
2024
Q3 | $784K | Buy |
109,921
+75,992
| +224% | +$542K | 0.08% | 74 |
|
|
2024
Q2 | $172K | Buy |
+33,929
| New | +$172K | 0.02% | 553 |
|
|
2018
Q1 | – | Sell |
-22,612
| Closed | -$253K | – | 199 |
|
|
2017
Q4 | $253K | Buy |
22,612
+1,604
| +8% | +$17.9K | 0.06% | 121 |
|
|
2017
Q3 | $294K | Buy |
+21,008
| New | +$294K | 0.07% | 94 |
|
|
2017
Q2 | – | Sell |
-30,473
| Closed | -$400K | – | 207 |
|
|
2017
Q1 | $400K | Buy |
30,473
+12,098
| +66% | +$159K | 0.09% | 77 |
|
|
2016
Q4 | $279K | Buy |
+18,375
| New | +$279K | 0.07% | 104 |
|