Envestnet Asset 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 | $1.72M | Sell |
158,016
-56,016
| -26% | -$611K | ﹤0.01% | 2929 |
|
|
2025
Q1 | $1.94M | Sell |
214,032
-166,654
| -44% | -$1.51M | ﹤0.01% | 2757 |
|
|
2024
Q4 | $2.76M | Sell |
380,686
-59,039
| -13% | -$427K | ﹤0.01% | 2497 |
|
|
2024
Q3 | $3.14M | Sell |
439,725
-156,324
| -26% | -$1.11M | ﹤0.01% | 2388 |
|
|
2024
Q2 | $3.03M | Sell |
596,049
-122,752
| -17% | -$624K | ﹤0.01% | 2360 |
|
|
2024
Q1 | $3.11M | Sell |
718,801
-2,256
| -0.3% | -$9.77K | ﹤0.01% | 2297 |
|
|
2023
Q4 | $3.17M | Sell |
721,057
-8,835
| -1% | -$38.9K | ﹤0.01% | 2184 |
|
|
2023
Q3 | $2.2M | Buy |
729,892
+384,706
| +111% | +$1.16M | ﹤0.01% | 2330 |
|
|
2023
Q2 | $1.22M | Buy |
345,186
+123,928
| +56% | +$439K | ﹤0.01% | 2598 |
|
|
2023
Q1 | $861K | Buy |
221,258
+87,727
| +66% | +$341K | ﹤0.01% | 2777 |
|
|
2022
Q4 | $507K | Buy |
133,531
+14,032
| +12% | +$53.3K | ﹤0.01% | 3091 |
|
|
2022
Q3 | $278K | Buy |
119,499
+38,832
| +48% | +$90.3K | ﹤0.01% | 3396 |
|
|
2022
Q2 | $292K | Buy |
80,667
+25,056
| +45% | +$90.7K | ﹤0.01% | 3372 |
|
|
2022
Q1 | $289K | Buy |
55,611
+1,963
| +4% | +$10.2K | ﹤0.01% | 3481 |
|
|
2021
Q4 | $356K | Buy |
53,648
+2,961
| +6% | +$19.6K | ﹤0.01% | 3311 |
|
|
2021
Q3 | $365K | Buy |
+50,687
| New | +$365K | ﹤0.01% | 3171 |
|
|
2019
Q1 | – | Sell |
-34,723
| Closed | -$205K | – | 3012 |
|
|
2018
Q4 | $205K | Buy |
+34,723
| New | +$205K | ﹤0.01% | 2690 |
|
|
2018
Q3 | – | Sell |
-127,950
| Closed | -$1.1M | – | 2201 |
|
|
2018
Q2 | $1.1M | Sell |
127,950
-77
| -0.1% | -$660 | ﹤0.01% | 1024 |
|
|
2018
Q1 | $1.39M | Sell |
128,027
-150
| -0.1% | -$1.63K | ﹤0.01% | 831 |
|
|
2017
Q4 | $1.43M | Buy |
128,177
+91,242
| +247% | +$1.02M | ﹤0.01% | 1068 |
|
|
2017
Q3 | $519K | Sell |
36,935
-116,004
| -76% | -$1.63M | ﹤0.01% | 1444 |
|
|
2017
Q2 | $2.31M | Buy |
152,939
+927
| +0.6% | +$14K | 0.01% | 868 |
|
|
2017
Q1 | $1.99M | Buy |
152,012
+11,389
| +8% | +$149K | 0.01% | 938 |
|
|
2016
Q4 | $2.14M | Buy |
140,623
+117,381
| +505% | +$1.78M | 0.01% | 890 |
|
|
2016
Q3 | $422K | Sell |
23,242
-8,893
| -28% | -$161K | ﹤0.01% | 1661 |
|
|
2016
Q2 | $572K | Buy |
32,135
+90
| +0.3% | +$1.6K | ﹤0.01% | 1585 |
|
|
2016
Q1 | $690K | Buy |
32,045
+12,377
| +63% | +$267K | ﹤0.01% | 1492 |
|
|
2015
Q4 | $406K | Sell |
19,668
-4,590
| -19% | -$94.8K | ﹤0.01% | 1691 |
|
|
2015
Q3 | $482K | Sell |
24,258
-59,328
| -71% | -$1.18M | ﹤0.01% | 1618 |
|
|
2015
Q2 | $1.74M | Buy |
83,586
+30,238
| +57% | +$629K | 0.01% | 1134 |
|
|
2015
Q1 | $1.24M | Buy |
53,348
+52,751
| +8,836% | +$1.23M | 0.01% | 1200 |
|
|
2014
Q4 | $15K | Buy |
597
+487
| +443% | +$12.2K | ﹤0.01% | 1849 |
|
|
2014
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 2428 |
|
|
2014
Q2 | $3K | Hold |
110
| – | – | ﹤0.01% | 2433 |
|
|
2014
Q1 | $3K | Sell |
110
-578
| -84% | -$15.8K | ﹤0.01% | 2225 |
|
|
2013
Q4 | $16K | Buy |
+688
| New | +$16K | ﹤0.01% | 1577 |
|
|
2013
Q3 | – | Sell |
-855
| Closed | -$13K | – | 2474 |
|
|
2013
Q2 | $13K | Buy |
+855
| New | +$13K | ﹤0.01% | 1575 |
|