WP
WMS Partners’s Pitney Bowes PBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-28,813
| Closed | -$209K | – | 195 |
|
|
2024
Q4 | $209K | Buy |
28,813
+2,514
| +10% | +$18.2K | 0.01% | 283 |
|
|
2024
Q3 | $188K | Buy |
26,299
+72
| +0.3% | +$513 | 0.01% | 287 |
|
|
2024
Q2 | $133K | Buy |
26,227
+9,477
| +57% | +$48.1K | 0.01% | 255 |
|
|
2024
Q1 | $72.5K | Hold |
16,750
| – | – | 0.01% | 264 |
|
|
2023
Q4 | $73.7K | Hold |
16,750
| – | – | 0.01% | 251 |
|
|
2023
Q3 | $50.6K | Buy |
+16,750
| New | +$50.6K | ﹤0.01% | 254 |
|