D.A. Davidson & Co’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,707
| Closed | -$44.5K | – | 1368 |
|
|
2022
Q4 | $44.5K | Hold |
11,707
| – | – | ﹤0.01% | 1284 |
|
|
2022
Q3 | $27K | Buy |
+11,707
| New | +$27K | ﹤0.01% | 1259 |
|
|
2018
Q3 | – | Sell |
-21,100
| Closed | -$181K | – | 1188 |
|
|
2018
Q2 | $181K | Sell |
21,100
-1,000
| -5% | -$8.58K | ﹤0.01% | 1041 |
|
|
2018
Q1 | $241K | Buy |
22,100
+11,000
| +99% | +$120K | 0.01% | 929 |
|
|
2017
Q4 | $124K | Hold |
11,100
| – | – | ﹤0.01% | 1067 |
|
|
2017
Q3 | $155K | Sell |
11,100
-1,200
| -10% | -$16.8K | ﹤0.01% | 1045 |
|
|
2017
Q2 | $185K | Buy |
12,300
+2,300
| +23% | +$34.6K | ﹤0.01% | 989 |
|
|
2017
Q1 | $131K | Buy |
10,000
+2,002
| +25% | +$26.2K | ﹤0.01% | 1123 |
|
|
2016
Q4 | $121K | Sell |
7,998
-7,800
| -49% | -$118K | ﹤0.01% | 1216 |
|
|
2016
Q3 | $286K | Hold |
15,798
| – | – | 0.01% | 811 |
|
|
2016
Q2 | $281K | Buy |
15,798
+4,000
| +34% | +$71.1K | 0.01% | 729 |
|
|
2016
Q1 | $254K | Sell |
11,798
-100
| -0.8% | -$2.15K | 0.01% | 745 |
|
|
2015
Q4 | $245K | Buy |
11,898
+100
| +0.8% | +$2.06K | 0.01% | 776 |
|
|
2015
Q3 | $234K | Hold |
11,798
| – | – | 0.01% | 772 |
|
|
2015
Q2 | $245K | Hold |
11,798
| – | – | 0.01% | 802 |
|
|
2015
Q1 | $275K | Hold |
11,798
| – | – | 0.01% | 756 |
|
|
2014
Q4 | $287K | Hold |
11,798
| – | – | 0.01% | 753 |
|
|
2014
Q3 | $294K | Sell |
11,798
-1,400
| -11% | -$34.9K | 0.01% | 747 |
|
|
2014
Q2 | $364K | Hold |
13,198
| – | – | 0.01% | 683 |
|
|
2014
Q1 | $343K | Sell |
13,198
-7,416
| -36% | -$193K | 0.01% | 708 |
|
|
2013
Q4 | $480K | Buy |
20,614
+12,124
| +143% | +$282K | 0.02% | 591 |
|
|
2013
Q3 | $154K | Sell |
8,490
-1,400
| -14% | -$25.4K | 0.01% | 769 |
|
|
2013
Q2 | $145K | Buy |
+9,890
| New | +$145K | 0.01% | 761 |
|