Pathstone Family Office’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $74.6K | Sell |
24,689
-3,681
| -13% | -$11.1K | ﹤0.01% | 1603 |
|
|
2023
Q2 | $101K | Sell |
28,370
-1,276
| -4% | -$4.56K | ﹤0.01% | 1186 |
|
|
2023
Q1 | $118K | Sell |
29,646
-46,952
| -61% | -$188K | ﹤0.01% | 1122 |
|
|
2022
Q4 | $258K | Buy |
76,598
+12,348
| +19% | +$41.6K | ﹤0.01% | 1293 |
|
|
2022
Q3 | $150K | Buy |
64,250
+47,275
| +278% | +$110K | ﹤0.01% | 1373 |
|
|
2022
Q2 | $61.4K | Sell |
16,975
-2,303
| -12% | -$8.34K | ﹤0.01% | 1012 |
|
|
2022
Q1 | $124K | Buy |
19,278
+2,613
| +16% | +$16.8K | ﹤0.01% | 918 |
|
|
2021
Q4 | $110K | Hold |
16,665
| – | – | ﹤0.01% | 855 |
|
|
2021
Q3 | $120K | Hold |
16,665
| – | – | ﹤0.01% | 828 |
|
|
2021
Q2 | $146K | Hold |
16,665
| – | – | ﹤0.01% | 788 |
|
|
2021
Q1 | $137K | Buy |
+16,665
| New | +$137K | ﹤0.01% | 619 |
|