EverSource Wealth Advisors’s Pitney Bowes PBI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$37.9K Buy
3,472
+1,015
+41% +$11.1K ﹤0.01% 1799
2025
Q1
$22.2K Buy
2,457
+349
+17% +$3.16K ﹤0.01% 1635
2024
Q4
$15.3K Buy
2,108
+44
+2% +$319 ﹤0.01% 1773
2024
Q3
$14.7K Buy
2,064
+259
+14% +$1.85K ﹤0.01% 1652
2024
Q2
$11.9K Buy
1,805
+320
+22% +$2.11K ﹤0.01% 1752
2024
Q1
$6.33K Hold
1,485
﹤0.01% 1932
2023
Q4
$6.53K Hold
1,485
﹤0.01% 1748
2023
Q3
$4.49K Hold
1,485
﹤0.01% 1740
2023
Q2
$5.26K Hold
1,485
﹤0.01% 1717
2023
Q1
$5.78K Hold
1,485
﹤0.01% 1594
2022
Q4
$5.64K Buy
1,485
+29
+2% +$110 ﹤0.01% 1552
2022
Q3
$3K Buy
1,456
+879
+152% +$1.81K ﹤0.01% 1566
2022
Q2
$2K Buy
577
+237
+70% +$821 ﹤0.01% 1542
2022
Q1
$2K Buy
340
+71
+26% +$418 ﹤0.01% 1558
2021
Q4
$2K Buy
+269
New +$2K ﹤0.01% 1595