Prism Advisors’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19,778
| Closed | -$100K | – | 69 |
|
|
2024
Q2 | $100K | Sell |
19,778
-5,000
| -20% | -$25.4K | 0.03% | 63 |
|
|
2024
Q1 | $107K | Hold |
24,778
| – | – | 0.03% | 59 |
|
|
2023
Q4 | $109K | Buy |
+24,778
| New | +$109K | 0.04% | 64 |
|
|
2023
Q3 | – | Sell |
-24,778
| Closed | -$87.7K | – | 64 |
|
|
2023
Q2 | $87.7K | Hold |
24,778
| – | – | 0.03% | 52 |
|
|
2023
Q1 | $96.4K | Hold |
24,778
| – | – | 0.03% | 50 |
|
|
2022
Q4 | $94.2K | Sell |
24,778
-5,000
| -17% | -$19K | 0.03% | 45 |
|
|
2022
Q3 | $69K | Buy |
29,778
+5,000
| +20% | +$11.6K | 0.03% | 52 |
|
|
2022
Q2 | $90K | Hold |
24,778
| – | – | 0.03% | 49 |
|
|
2022
Q1 | $129K | Hold |
24,778
| – | – | 0.04% | 54 |
|
|
2021
Q4 | $164K | Hold |
24,778
| – | – | 0.05% | 55 |
|
|
2021
Q3 | $179K | Hold |
24,778
| – | – | 0.06% | 52 |
|
|
2021
Q2 | $217K | Hold |
24,778
| – | – | 0.08% | 52 |
|
|
2021
Q1 | $204K | Hold |
24,778
| – | – | 0.07% | 51 |
|
|
2020
Q4 | $153K | Hold |
24,778
| – | – | 0.06% | 51 |
|
|
2020
Q3 | $132K | Hold |
24,778
| – | – | 0.06% | 44 |
|
|
2020
Q2 | $64K | Sell |
24,778
-830,781
| -97% | -$2.15M | 0.03% | 47 |
|
|
2020
Q1 | $1.75M | Buy |
855,559
+300,542
| +54% | +$613K | 1.13% | 33 |
|
|
2019
Q4 | $2.24M | Sell |
555,017
-27,503
| -5% | -$111K | 1.13% | 31 |
|
|
2019
Q3 | $2.66M | Buy |
582,520
+153,242
| +36% | +$700K | 1.49% | 17 |
|
|
2019
Q2 | $1.84M | Buy |
429,278
+96,428
| +29% | +$413K | 1.05% | 27 |
|
|
2019
Q1 | $2.29M | Buy |
332,850
+12,228
| +4% | +$84K | 1.31% | 23 |
|
|
2018
Q4 | $1.9M | Sell |
320,622
-2,935
| -0.9% | -$17.3K | 1.2% | 21 |
|
|
2018
Q3 | $2.24M | Buy |
323,557
+81,634
| +34% | +$564K | 1.3% | 23 |
|
|
2018
Q2 | $2.2M | Buy |
241,923
+17,608
| +8% | +$160K | 1.17% | 25 |
|
|
2018
Q1 | $2.05M | Buy |
224,315
+13,958
| +7% | +$127K | 1.15% | 24 |
|
|
2017
Q4 | $2.35M | Buy |
+210,357
| New | +$2.35M | 1.3% | 22 |
|