Advisory Research’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 | $2.98M | Sell |
272,687
-15,989
| -6% | -$174K | 0.46% | 48 |
|
|
2025
Q1 | $2.61M | Sell |
288,676
-184
| -0.1% | -$1.67K | 0.46% | 52 |
|
|
2024
Q4 | $2.09M | Buy |
288,860
+860
| +0.3% | +$6.23K | 0.35% | 60 |
|
|
2024
Q3 | $2.05M | Buy |
288,000
+55,390
| +24% | +$395K | 0.36% | 63 |
|
|
2024
Q2 | $1.18M | Buy |
232,610
+255
| +0.1% | +$1.3K | 0.22% | 96 |
|
|
2024
Q1 | $1.01M | Buy |
232,355
+143,116
| +160% | +$620K | 0.2% | 99 |
|
|
2023
Q4 | $393K | Buy |
+89,239
| New | +$393K | 0.06% | 270 |
|
|
2023
Q2 | – | Sell |
-36,437
| Closed | -$142K | – | 473 |
|
|
2023
Q1 | $142K | Sell |
36,437
-28,054
| -44% | -$109K | 0.02% | 332 |
|
|
2022
Q4 | $245K | Buy |
+64,491
| New | +$245K | 0.02% | 320 |
|
|
2021
Q2 | – | Sell |
-206,973
| Closed | -$1.71M | – | 374 |
|
|
2021
Q1 | $1.71M | Buy |
+206,973
| New | +$1.71M | 0.12% | 143 |
|
|
2014
Q2 | – | Sell |
-2,719
| Closed | -$71K | – | 580 |
|
|
2014
Q1 | $71K | Buy |
+2,719
| New | +$71K | ﹤0.01% | 463 |
|