AssetMark Inc’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 | $229 | Buy |
+21
| New | +$229 | ﹤0.01% | 2859 |
|
|
2017
Q3 | – | Sell |
-560
| Closed | -$8K | – | 1581 |
|
|
2017
Q2 | $8K | Sell |
560
-1,461
| -72% | -$20.9K | ﹤0.01% | 1055 |
|
|
2017
Q1 | $26K | Sell |
2,021
-64
| -3% | -$823 | ﹤0.01% | 805 |
|
|
2016
Q4 | $32K | Sell |
2,085
-5,707
| -73% | -$87.6K | ﹤0.01% | 746 |
|
|
2016
Q3 | $142K | Sell |
7,792
-42
| -0.5% | -$765 | ﹤0.01% | 445 |
|
|
2016
Q2 | $139K | Buy |
7,834
+7,820
| +55,857% | +$139K | ﹤0.01% | 445 |
|
|
2016
Q1 | $0 | Sell |
14
-183
| -93% | – | ﹤0.01% | 1348 |
|
|
2015
Q4 | $4K | Buy |
197
+188
| +2,089% | +$3.82K | ﹤0.01% | 1006 |
|
|
2015
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 820 |
|