WMS Partners’s Pitney Bowes PBI Stock Holding History

WMS Partners’s Portfolio PBI Stock Details PBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$209K	Buy
2024 Q3	$188K	Buy
2024 Q2	$133K	Buy
2024 Q1	$72.5K	Hold
2023 Q4	$73.7K	Hold
2023 Q3	$50.6K	Buy