Wealth Effects’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 | $747K | Sell |
68,500
-21,401
| -24% | -$233K | 0.28% | 69 |
|
|
2025
Q1 | $814K | Sell |
89,901
-72,643
| -45% | -$657K | 0.34% | 63 |
|
|
2024
Q4 | $1.18M | Sell |
162,544
-8,964
| -5% | -$64.9K | 0.42% | 47 |
|
|
2024
Q3 | $1.22M | Sell |
171,508
-1,960
| -1% | -$14K | 0.43% | 51 |
|
|
2024
Q2 | $881K | Buy |
173,468
+24,551
| +16% | +$125K | 0.32% | 65 |
|
|
2024
Q1 | $645K | Sell |
148,917
-2,434
| -2% | -$10.5K | 0.24% | 86 |
|
|
2023
Q4 | $666K | Sell |
151,351
-7,287
| -5% | -$32.1K | 0.25% | 92 |
|
|
2023
Q3 | $479K | Buy |
158,638
+6,608
| +4% | +$20K | 0.24% | 95 |
|
|
2023
Q2 | $538K | Buy |
152,030
+3,540
| +2% | +$12.5K | 0.24% | 90 |
|
|
2023
Q1 | $578K | Buy |
148,490
+12,578
| +9% | +$48.9K | 0.3% | 76 |
|
|
2022
Q4 | $516K | Buy |
135,912
+9,479
| +7% | +$36K | 0.29% | 79 |
|
|
2022
Q3 | $295K | Sell |
126,433
-11,840
| -9% | -$27.6K | 0.18% | 118 |
|
|
2022
Q2 | $501K | Sell |
138,273
-32,801
| -19% | -$119K | 0.3% | 79 |
|
|
2022
Q1 | $890K | Buy |
171,074
+2,018
| +1% | +$10.5K | 0.42% | 55 |
|
|
2021
Q4 | $1.12M | Buy |
+169,056
| New | +$1.12M | 0.47% | 51 |
|