WIM
Westside Investment Management’s Pitney Bowes PBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.64M | Hold |
608,289
| – | – | 1.23% | 17 |
|
|
2025
Q1 | $5.51M | Sell |
608,289
-17,650
| -3% | -$160K | 1.17% | 18 |
|
|
2024
Q4 | $4.53M | Buy |
625,939
+3,100
| +0.5% | +$22.4K | 0.96% | 26 |
|
|
2024
Q3 | $4.44M | Sell |
622,839
-4,700
| -0.7% | -$33.5K | 0.95% | 25 |
|
|
2024
Q2 | $3.19M | Sell |
627,539
-27,725
| -4% | -$141K | 0.73% | 33 |
|
|
2024
Q1 | $2.84M | Sell |
655,264
-81,800
| -11% | -$354K | 0.68% | 36 |
|
|
2023
Q4 | $3.24M | Sell |
737,064
-28,550
| -4% | -$126K | 0.83% | 30 |
|
|
2023
Q3 | $2.31M | Buy |
765,614
+61,600
| +9% | +$186K | 0.67% | 36 |
|
|
2023
Q2 | $2.49M | Buy |
704,014
+20,000
| +3% | +$70.8K | 0.7% | 33 |
|
|
2023
Q1 | $2.66M | Sell |
684,014
-48,175
| -7% | -$187K | 0.78% | 31 |
|
|
2022
Q4 | $3.99K | Buy |
732,189
+27,400
| +4% | +$149 | 0.01% | 218 |
|
|
2022
Q3 | $7.49K | Buy |
704,789
+69,300
| +11% | +$737 | 0.02% | 211 |
|
|
2022
Q2 | $3.85K | Sell |
635,489
-11,300
| -2% | -$69 | 0.01% | 219 |
|
|
2022
Q1 | $4.92K | Buy |
646,789
+83,750
| +15% | +$636 | 0.01% | 213 |
|
|
2021
Q4 | $5.72K | Buy |
563,039
+6,490
| +1% | +$66 | 0.01% | 206 |
|
|
2021
Q3 | $4.01K | Sell |
556,549
-2,700
| -0.5% | -$19 | 0.01% | 212 |
|
|
2021
Q2 | $4.9K | Buy |
559,249
+18,100
| +3% | +$159 | 0.01% | 205 |
|
|
2021
Q1 | $4.46K | Sell |
541,149
-70,275
| -11% | -$579 | 0.01% | 195 |
|
|
2020
Q4 | $9.92K | Buy |
611,424
+6,375
| +1% | +$103 | 0.03% | 143 |
|
|
2020
Q3 | $3.21K | Sell |
605,049
-125,175
| -17% | -$665 | ﹤0.01% | 167 |
|
|
2020
Q2 | $9.69K | Buy |
730,224
+133,750
| +22% | +$1.78K | 0.01% | 133 |
|
|
2020
Q1 | $1.22K | Buy |
+596,474
| New | +$1.22K | ﹤0.01% | 176 |
|
|
2019
Q2 | $1.33K | Buy |
+310,500
| New | +$1.33K | ﹤0.01% | 106 |
|
|
2018
Q4 | $824K | Buy |
139,400
+11,300
| +9% | +$66.8K | 0.3% | 59 |
|
|
2018
Q3 | $897K | Buy |
128,100
+22,950
| +22% | +$161K | 0.29% | 57 |
|
|
2018
Q2 | $910K | Buy |
105,150
+52,275
| +99% | +$452K | 0.32% | 50 |
|
|
2018
Q1 | $568K | Buy |
52,875
+20,250
| +62% | +$218K | 0.31% | 69 |
|
|
2017
Q4 | $379K | Buy |
32,625
+27,025
| +483% | +$314K | 0.21% | 104 |
|
|
2017
Q3 | $78K | Hold |
5,600
| – | – | 0.05% | 226 |
|
|
2017
Q2 | $84.6K | Hold |
5,600
| – | – | 0.06% | 215 |
|
|
2017
Q1 | $72.7K | Buy |
+5,600
| New | +$72.7K | 0.03% | 225 |
|