Creative Planning’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 | $177K | Buy |
16,214
+4,574
| +39% | +$49.9K | ﹤0.01% | 3259 |
|
|
2025
Q1 | $105K | Buy |
+11,640
| New | +$105K | ﹤0.01% | 3234 |
|
|
2020
Q2 | – | Sell |
-13,429
| Closed | -$27K | – | 1880 |
|
|
2020
Q1 | $27K | Sell |
13,429
-403
| -3% | -$810 | ﹤0.01% | 1662 |
|
|
2019
Q4 | $56K | Buy |
13,832
+3,604
| +35% | +$14.6K | ﹤0.01% | 1790 |
|
|
2019
Q3 | $47K | Buy |
+10,228
| New | +$47K | ﹤0.01% | 1774 |
|
|
2019
Q2 | – | Sell |
-10,101
| Closed | -$69K | – | 1937 |
|
|
2019
Q1 | $69K | Sell |
10,101
-2,408
| -19% | -$16.4K | ﹤0.01% | 1727 |
|
|
2018
Q4 | $74K | Sell |
12,509
-7,550
| -38% | -$44.7K | ﹤0.01% | 1654 |
|
|
2018
Q3 | $142K | Buy |
20,059
+431
| +2% | +$3.05K | ﹤0.01% | 1721 |
|
|
2018
Q2 | $168K | Sell |
19,628
-17,603
| -47% | -$151K | ﹤0.01% | 1665 |
|
|
2018
Q1 | $405K | Buy |
37,231
+7,745
| +26% | +$84.3K | ﹤0.01% | 1178 |
|
|
2017
Q4 | $330K | Buy |
29,486
+7,351
| +33% | +$82.3K | ﹤0.01% | 1297 |
|
|
2017
Q3 | $310K | Sell |
22,135
-8,021
| -27% | -$112K | ﹤0.01% | 1305 |
|
|
2017
Q2 | $455K | Buy |
30,156
+6,990
| +30% | +$105K | ﹤0.01% | 1057 |
|
|
2017
Q1 | $304K | Sell |
23,166
-1,250
| -5% | -$16.4K | ﹤0.01% | 1239 |
|
|
2016
Q4 | $371K | Buy |
24,416
+520
| +2% | +$7.9K | ﹤0.01% | 1074 |
|
|
2016
Q3 | $434K | Buy |
23,896
+2
| +0% | +$36 | ﹤0.01% | 961 |
|
|
2016
Q2 | $425K | Buy |
23,894
+1,422
| +6% | +$25.3K | ﹤0.01% | 852 |
|
|
2016
Q1 | $484K | Sell |
22,472
-3,638
| -14% | -$78.4K | ﹤0.01% | 757 |
|
|
2015
Q4 | $539K | Sell |
26,110
-1,715
| -6% | -$35.4K | ﹤0.01% | 715 |
|
|
2015
Q3 | $552K | Sell |
27,825
-930
| -3% | -$18.5K | ﹤0.01% | 696 |
|
|
2015
Q2 | $598K | Sell |
28,755
-5,197
| -15% | -$108K | 0.01% | 613 |
|
|
2015
Q1 | $792K | Buy |
33,952
+1,198
| +4% | +$27.9K | 0.01% | 545 |
|
|
2014
Q4 | $798K | Buy |
32,754
+978
| +3% | +$23.8K | 0.01% | 527 |
|
|
2014
Q3 | $794K | Buy |
31,776
+1,377
| +5% | +$34.4K | 0.01% | 483 |
|
|
2014
Q2 | $840K | Sell |
30,399
-2,727
| -8% | -$75.4K | 0.01% | 443 |
|
|
2014
Q1 | $861K | Buy |
33,126
+4,155
| +14% | +$108K | 0.01% | 421 |
|
|
2013
Q4 | $675K | Buy |
28,971
+4,978
| +21% | +$116K | 0.01% | 433 |
|
|
2013
Q3 | $436K | Buy |
23,993
+4,226
| +21% | +$76.8K | 0.01% | 485 |
|
|
2013
Q2 | $290K | Buy |
+19,767
| New | +$290K | 0.01% | 552 |
|