Cerity Partners’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,680
| Closed | -$91.2K | – | 2580 |
|
|
2024
Q4 | $91.2K | Sell |
12,680
-1,253
| -9% | -$9.02K | ﹤0.01% | 2343 |
|
|
2024
Q3 | $99.3K | Buy |
+13,933
| New | +$99.3K | ﹤0.01% | 2426 |
|
|
2024
Q2 | – | Sell |
-13,713
| Closed | -$59.4K | – | 2355 |
|
|
2024
Q1 | $59.4K | Buy |
+13,713
| New | +$59.4K | ﹤0.01% | 2241 |
|
|
2023
Q2 | – | Sell |
-10,192
| Closed | -$39.6K | – | 1873 |
|
|
2023
Q1 | $39.6K | Buy |
+10,192
| New | +$39.6K | ﹤0.01% | 1807 |
|
|
2018
Q1 | – | Sell |
-21,305
| Closed | -$238K | – | 567 |
|
|
2017
Q4 | $238K | Sell |
21,305
-302
| -1% | -$3.37K | 0.02% | 498 |
|
|
2017
Q3 | $303K | Buy |
21,607
+18,920
| +704% | +$265K | 0.02% | 436 |
|
|
2017
Q2 | $429K | Buy |
+2,687
| New | +$429K | 0.04% | 245 |
|