Rothschild Investment LLC’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 | $4.42K | Buy |
405
+110
| +37% | +$1.2K | ﹤0.01% | 1575 |
|
|
2025
Q1 | $2.67K | Buy |
295
+80
| +37% | +$724 | ﹤0.01% | 1727 |
|
|
2024
Q4 | $1.56K | Buy |
215
+15
| +8% | +$109 | ﹤0.01% | 1949 |
|
|
2024
Q3 | $1.43K | Buy |
200
+115
| +135% | +$820 | ﹤0.01% | 1916 |
|
|
2024
Q2 | $432 | Buy |
85
+55
| +183% | +$280 | ﹤0.01% | 2108 |
|
|
2024
Q1 | $130 | Buy |
+30
| New | +$130 | ﹤0.01% | 2036 |
|
|
2023
Q2 | – | Sell |
-37,265
| Closed | -$145K | – | 505 |
|
|
2023
Q1 | $145K | Sell |
37,265
-6,000
| -14% | -$23.3K | 0.01% | 451 |
|
|
2022
Q4 | $164K | Sell |
43,265
-16,000
| -27% | -$60.6K | 0.02% | 446 |
|
|
2022
Q3 | $138K | Sell |
59,265
-39,450
| -40% | -$91.9K | 0.01% | 442 |
|
|
2022
Q2 | $357K | Hold |
98,715
| – | – | 0.03% | 347 |
|
|
2022
Q1 | $513K | Buy |
98,715
+1,500
| +2% | +$7.8K | 0.04% | 319 |
|
|
2021
Q4 | $645K | Sell |
97,215
-1,000
| -1% | -$6.64K | 0.05% | 291 |
|
|
2021
Q3 | $708K | Hold |
98,215
| – | – | 0.06% | 256 |
|
|
2021
Q2 | $861K | Buy |
98,215
+746
| +0.8% | +$6.54K | 0.07% | 242 |
|
|
2021
Q1 | $803K | Sell |
97,469
-1,000
| -1% | -$8.24K | 0.07% | 241 |
|
|
2020
Q4 | $607K | Sell |
98,469
-800
| -0.8% | -$4.93K | 0.06% | 261 |
|
|
2020
Q3 | $527K | Sell |
99,269
-3,000
| -3% | -$15.9K | 0.06% | 258 |
|
|
2020
Q2 | $266K | Sell |
102,269
-1,500
| -1% | -$3.9K | 0.03% | 337 |
|
|
2020
Q1 | $212K | Buy |
103,769
+31,500
| +44% | +$64.4K | 0.03% | 361 |
|
|
2019
Q4 | $291K | Buy |
72,269
+40
| +0.1% | +$161 | 0.03% | 364 |
|
|
2019
Q3 | $330K | Sell |
72,229
-3,700
| -5% | -$16.9K | 0.04% | 301 |
|
|
2019
Q2 | $325K | Buy |
75,929
+200
| +0.3% | +$856 | 0.04% | 301 |
|
|
2019
Q1 | $520K | Sell |
75,729
-900
| -1% | -$6.18K | 0.06% | 246 |
|
|
2018
Q4 | $453K | Buy |
76,629
+28,000
| +58% | +$166K | 0.06% | 245 |
|
|
2018
Q3 | $344K | Buy |
48,629
+3,250
| +7% | +$23K | 0.04% | 282 |
|
|
2018
Q2 | $389K | Buy |
45,379
+9,350
| +26% | +$80.2K | 0.05% | 266 |
|
|
2018
Q1 | $392K | Hold |
36,029
| – | – | 0.05% | 266 |
|
|
2017
Q4 | $403K | Sell |
36,029
-3,300
| -8% | -$36.9K | 0.04% | 297 |
|
|
2017
Q3 | $551K | Sell |
39,329
-4,050
| -9% | -$56.7K | 0.06% | 262 |
|
|
2017
Q2 | $655K | Buy |
43,379
+2,350
| +6% | +$35.5K | 0.07% | 247 |
|
|
2017
Q1 | $538K | Buy |
41,029
+1,000
| +2% | +$13.1K | 0.06% | 270 |
|
|
2016
Q4 | $608K | Buy |
40,029
+1,200
| +3% | +$18.2K | 0.07% | 232 |
|
|
2016
Q3 | $705K | Sell |
38,829
-100
| -0.3% | -$1.82K | 0.09% | 219 |
|
|
2016
Q2 | $693K | Sell |
38,929
-800
| -2% | -$14.2K | 0.09% | 214 |
|
|
2016
Q1 | $856K | Sell |
39,729
-496
| -1% | -$10.7K | 0.11% | 201 |
|
|
2015
Q4 | $831K | Buy |
40,225
+2,425
| +6% | +$50.1K | 0.11% | 204 |
|
|
2015
Q3 | $750K | Sell |
37,800
-200
| -0.5% | -$3.97K | 0.1% | 214 |
|
|
2015
Q2 | $791K | Sell |
38,000
-800
| -2% | -$16.7K | 0.09% | 231 |
|
|
2015
Q1 | $905K | Buy |
38,800
+2,200
| +6% | +$51.3K | 0.11% | 201 |
|
|
2014
Q4 | $892K | Buy |
36,600
+2,500
| +7% | +$60.9K | 0.11% | 202 |
|
|
2014
Q3 | $852K | Sell |
34,100
-300
| -0.9% | -$7.5K | 0.1% | 205 |
|
|
2014
Q2 | $950K | Sell |
34,400
-100
| -0.3% | -$2.76K | 0.12% | 174 |
|
|
2014
Q1 | $897K | Sell |
34,500
-1,500
| -4% | -$39K | 0.12% | 175 |
|
|
2013
Q4 | $839K | Sell |
36,000
-2,000
| -5% | -$46.6K | 0.11% | 185 |
|
|
2013
Q3 | $691K | Hold |
38,000
| – | – | 0.1% | 200 |
|
|
2013
Q2 | $558K | Buy |
+38,000
| New | +$558K | 0.09% | 214 |
|