Coldstream Capital Management’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 | – | Sell |
-7,791
| Closed | -$70.5K | – | 2675 |
|
|
2025
Q1 | $70.5K | Buy |
+7,791
| New | +$70.5K | ﹤0.01% | 1522 |
|
|
2023
Q3 | – | Sell |
-13,781
| Closed | -$48.8K | – | 840 |
|
|
2023
Q2 | $48.8K | Sell |
13,781
-1,276
| -8% | -$4.52K | ﹤0.01% | 819 |
|
|
2023
Q1 | $58.6K | Hold |
15,057
| – | – | ﹤0.01% | 821 |
|
|
2022
Q4 | $57.2K | Buy |
+15,057
| New | +$57.2K | ﹤0.01% | 793 |
|
|
2019
Q3 | – | Sell |
-10,886
| Closed | -$47K | – | 351 |
|
|
2019
Q2 | $47K | Sell |
10,886
-519
| -5% | -$2.24K | ﹤0.01% | 325 |
|
|
2019
Q1 | $78K | Sell |
11,405
-854
| -7% | -$5.84K | 0.01% | 307 |
|
|
2018
Q4 | $72K | Buy |
+12,259
| New | +$72K | 0.01% | 306 |
|