Wealth Effects LLC Pitney Bowes Inc Transaction History

Wealth Effects LLC

$255 Million
Q3 2024

A detailed history of Wealth Effects LLC transactions in Pitney Bowes Inc stock. As of the latest transaction made, Wealth Effects LLC holds 171,508 shares of PBI stock, worth $1.25 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

171,508

Previous 173,468 1.13%

Holding current value

$1.25 Million

Previous $881,000 38.71%

% of portfolio

0.48%

Previous 0.36%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$5.65 - $7.49 $11,074 - $14,680	-1,960 Reduced 1.13%	171,508 $1.22 Million
Q2 2024 Aug 02, 2024	BUY	$3.92 - $5.72 $96,239 - $140,431	24,551 Added 16.49%	173,468 $881,000
Q1 2024 Apr 22, 2024	SELL	$3.74 - $4.4 $9,103 - $10,709	-2,434 Reduced 1.61%	148,917 $644,000
Q4 2023 Jan 29, 2024	SELL	$3.06 - $4.44 $22,298 - $32,354	-7,287 Reduced 4.59%	151,351 $665,000
Q3 2023 Oct 16, 2023	BUY	$2.85 - $3.94 $18,832 - $26,035	6,608 Added 4.35%	158,638 $479,000
Q2 2023 Jul 18, 2023	BUY	$2.89 - $3.9 $10,230 - $13,806	3,540 Added 2.38%	152,030 $538,000
Q1 2023 May 04, 2023	BUY	$3.47 - $4.79 $43,645 - $60,248	12,578 Added 9.25%	148,490 $577,000
Q4 2022 Feb 02, 2023	BUY	$2.4 - $4.3 $22,749 - $40,759	9,479 Added 7.5%	135,912 $516,000
Q3 2022 Nov 14, 2022	SELL	$2.33 - $23.22 $27,587 - $274,924	-11,840 Reduced 8.56%	126,433 $295,000
Q2 2022 Aug 03, 2022	SELL	$3.62 - $5.32 $118,739 - $174,501	-32,801 Reduced 19.17%	138,273 $501,000
Q1 2022 May 16, 2022	BUY	$4.68 - $6.79 $9,444 - $13,702	2,018 Added 1.19%	171,074 $890,000
Q4 2021 Feb 09, 2022	BUY	$6.28 - $8.01 $1.06 Million - $1.35 Million	169,056 New	169,056 $1.12 Million

Others Institutions Holding PBI

# of Institutions

300

Shares Held

105M

Call Options Held

2.62M

Put Options Held

1.59M

View Full List

About PITNEY BOWES INC

Ticker PBI
Exchange NYSE
Sector Industrials
Industry Integrated Freight & Logistics
Shares Outstandng 173,876,992
Market Cap $1.27B
Description
Pitney Bowes Inc., a shipping and mailing company, provides technology, logistics, and financial services to small and medium-sized businesses, large enterprises, retailers, and government clients in the United States, Canada, and internationally. It operates through Global Ecommerce, Presort Services, and SendTech Solutions segments. The Global...

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Wealth Effects LLC Pitney Bowes Inc Transaction History