Evanson 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 | $121K | Buy |
11,064
+74
| +0.7% | +$807 | 0.01% | 321 |
|
|
2025
Q1 | $99.5K | Buy |
10,990
+67
| +0.6% | +$606 | 0.01% | 302 |
|
|
2024
Q4 | $79.1K | Buy |
10,923
+70
| +0.6% | +$507 | 0.01% | 301 |
|
|
2024
Q3 | $77.4K | Buy |
10,853
+82
| +0.8% | +$585 | 0.01% | 298 |
|
|
2024
Q2 | $54.7K | Buy |
10,771
+100
| +0.9% | +$508 | ﹤0.01% | 293 |
|
|
2024
Q1 | $46.2K | Buy |
10,671
+129
| +1% | +$559 | ﹤0.01% | 305 |
|
|
2023
Q4 | $46.4K | Buy |
10,542
+123
| +1% | +$541 | ﹤0.01% | 295 |
|
|
2023
Q3 | $31.5K | Buy |
10,419
+180
| +2% | +$544 | ﹤0.01% | 281 |
|
|
2023
Q2 | $36.2K | Buy |
10,239
+137
| +1% | +$485 | ﹤0.01% | 283 |
|
|
2023
Q1 | $39.3K | Buy |
+10,102
| New | +$39.3K | ﹤0.01% | 265 |
|
|
2021
Q1 | – | Sell |
-11,277
| Closed | -$69K | – | 284 |
|
|
2020
Q4 | $69K | Buy |
11,277
+94
| +0.8% | +$575 | 0.01% | 258 |
|
|
2020
Q3 | $59K | Buy |
11,183
+109
| +1% | +$575 | 0.01% | 239 |
|
|
2020
Q2 | $29K | Buy |
11,074
+172
| +2% | +$450 | 0.01% | 231 |
|
|
2020
Q1 | $22K | Buy |
+10,902
| New | +$22K | 0.01% | 216 |
|