Carson Wealth (CWM LLC)’s Pitney Bowes PBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
21,482
-4,032
| -16% | -$43.9K | ﹤0.01% | 2037 |
|
|
2025
Q1 | $231K | Buy |
25,514
+19,700
| +339% | +$178K | ﹤0.01% | 1828 |
|
|
2024
Q4 | $42K | Sell |
5,814
-66
| -1% | -$477 | ﹤0.01% | 2931 |
|
|
2024
Q3 | $42K | Buy |
5,880
+414
| +8% | +$2.96K | ﹤0.01% | 2823 |
|
|
2024
Q2 | $28K | Buy |
5,466
+75
| +1% | +$384 | ﹤0.01% | 2893 |
|
|
2024
Q1 | $23K | Sell |
5,391
-3
| -0.1% | -$13 | ﹤0.01% | 2803 |
|
|
2023
Q4 | $24K | Sell |
5,394
-7,254
| -57% | -$32.3K | ﹤0.01% | 2659 |
|
|
2023
Q3 | $38K | Buy |
12,648
+253
| +2% | +$760 | ﹤0.01% | 2247 |
|
|
2023
Q2 | $44K | Buy |
12,395
+10,554
| +573% | +$37.5K | ﹤0.01% | 2076 |
|
|
2023
Q1 | $7K | Hold |
1,841
| – | – | ﹤0.01% | 3150 |
|
|
2022
Q4 | $7K | Buy |
1,841
+64
| +4% | +$243 | ﹤0.01% | 3019 |
|
|
2022
Q3 | $4K | Buy |
+1,777
| New | +$4K | ﹤0.01% | 3192 |
|
|
2018
Q3 | – | Sell |
-225
| Closed | -$2K | – | 1947 |
|
|
2018
Q2 | $2K | Buy |
225
+18
| +9% | +$160 | ﹤0.01% | 1401 |
|
|
2018
Q1 | $2K | Buy |
207
+3
| +1% | +$29 | ﹤0.01% | 1193 |
|
|
2017
Q4 | $2K | Hold |
204
| – | – | ﹤0.01% | 1287 |
|
|
2017
Q3 | $3K | Hold |
204
| – | – | ﹤0.01% | 1214 |
|
|
2017
Q2 | $3K | Hold |
204
| – | – | ﹤0.01% | 967 |
|
|
2017
Q1 | $3K | Hold |
204
| – | – | ﹤0.01% | 947 |
|
|
2016
Q4 | $3K | Buy |
+204
| New | +$3K | ﹤0.01% | 933 |
|