Atria Wealth Solutions’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 | $976K | Buy |
89,472
+4,132
| +5% | +$45.1K | 0.02% | 642 |
|
|
2025
Q1 | $772K | Buy |
85,340
+3,500
| +4% | +$31.7K | 0.01% | 977 |
|
|
2024
Q4 | $593K | Sell |
81,840
-3,823
| -4% | -$27.7K | 0.01% | 1170 |
|
|
2024
Q3 | $611K | Buy |
85,663
+9,900
| +13% | +$70.6K | 0.01% | 1132 |
|
|
2024
Q2 | $385K | Buy |
75,763
+34,115
| +82% | +$173K | ﹤0.01% | 1349 |
|
|
2024
Q1 | $180K | Sell |
41,648
-1,587
| -4% | -$6.87K | ﹤0.01% | 1827 |
|
|
2023
Q4 | $190K | Buy |
43,235
+1,500
| +4% | +$6.6K | ﹤0.01% | 1778 |
|
|
2023
Q3 | $126K | Buy |
41,735
+27,100
| +185% | +$81.8K | ﹤0.01% | 1748 |
|
|
2023
Q2 | $51.8K | Sell |
14,635
-12,941
| -47% | -$45.8K | ﹤0.01% | 1808 |
|
|
2023
Q1 | $107K | Buy |
27,576
+385
| +1% | +$1.5K | ﹤0.01% | 1741 |
|
|
2022
Q4 | $103K | Buy |
27,191
+11,933
| +78% | +$45.3K | ﹤0.01% | 1689 |
|
|
2022
Q3 | $36K | Sell |
15,258
-9,310
| -38% | -$22K | ﹤0.01% | 1704 |
|
|
2022
Q2 | $89K | Buy |
+24,568
| New | +$89K | ﹤0.01% | 1512 |
|