Creative Planning’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Buy |
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|
2025
Q1 | $105K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $27K | Sell |
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|
2019
Q4 | $56K | Buy |
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|
2019
Q3 | $47K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $69K | Sell |
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|
2018
Q4 | $74K | Sell |
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|
2018
Q3 | $142K | Buy |
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|
2018
Q2 | $168K | Sell |
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|
2018
Q1 | $405K | Buy |
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|
2017
Q4 | $330K | Buy |
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|
2017
Q3 | $310K | Sell |
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|
2017
Q2 | $455K | Buy |
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|
2017
Q1 | $304K | Sell |
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|
2016
Q4 | $371K | Buy |
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|
2016
Q3 | $434K | Buy |
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|
2016
Q2 | $425K | Buy |
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|
2016
Q1 | $484K | Sell |
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|
2015
Q4 | $539K | Sell |
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|
2015
Q3 | $552K | Sell |
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|
2015
Q2 | $598K | Sell |
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|
2015
Q1 | $792K | Buy |
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|
2014
Q4 | $798K | Buy |
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|
2014
Q3 | $794K | Buy |
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|
2014
Q2 | $840K | Sell |
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|
2014
Q1 | $861K | Buy |
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|
2013
Q4 | $675K | Buy |
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|
2013
Q3 | $436K | Buy |
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|
2013
Q2 | $290K | Buy |
|