WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
PBI holding history
Pitney Bowes Inc in every 13F filed by WR Wealth Planners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PBI overviewAll 13F holders of PBIFull Q4 2024 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −1,123−100.0% | Sold out | Holders |
| Q1 2024 | 1,123 | $4.86K | <0.1% | +1,123 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −1,096−100.0% | Sold out | Holders |
| Q3 2023 | 1,096 | $3.31K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 1,096 | $3.88K | <0.1% | +15+1.4% | Added | Holders |
| Q1 2023 | 1,081 | $4.21K | <0.1% | +14+1.3% | Added | Holders |
| Q4 2022 | 1,067 | $4.06K | <0.1% | +13+1.2% | Added | Holders |
| Q3 2022 | 1,054 | $2.46K | <0.1% | +19+1.8% | Added | Holders |
| Q2 2022 | 1,035 | $3.75K | <0.1% | +11+1.1% | Added | Holders |
| Q1 2022 | 1,024 | $5.33K | <0.1% | – | No prior filing | Holders |