Ameriprise’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Sell |
19,041
-1,932
| -9% | -$28.8K | ﹤0.01% | 3681 |
|
|
2025
Q1 | $339K | Buy |
20,973
+1,426
| +7% | +$23.1K | ﹤0.01% | 3608 |
|
|
2024
Q4 | $315K | Buy |
19,547
+1,335
| +7% | +$21.5K | ﹤0.01% | 3676 |
|
|
2024
Q3 | $247K | Buy |
18,212
+1,752
| +11% | +$23.8K | ﹤0.01% | 3685 |
|
|
2024
Q2 | $205K | Sell |
16,460
-2,669
| -14% | -$33.3K | ﹤0.01% | 3685 |
|
|
2024
Q1 | $255K | Sell |
19,129
-2,139
| -10% | -$28.5K | ﹤0.01% | 3630 |
|
|
2023
Q4 | $261K | Sell |
21,268
-225
| -1% | -$2.77K | ﹤0.01% | 3650 |
|
|
2023
Q3 | $227K | Sell |
21,493
-26,667
| -55% | -$281K | ﹤0.01% | 3663 |
|
|
2023
Q2 | $505K | Sell |
48,160
-5,382
| -10% | -$56.4K | ﹤0.01% | 3435 |
|
|
2023
Q1 | $563K | Sell |
53,542
-6,020
| -10% | -$63.3K | ﹤0.01% | 3382 |
|
|
2022
Q4 | $671K | Sell |
59,562
-72,781
| -55% | -$820K | ﹤0.01% | 3295 |
|
|
2022
Q3 | $1.26M | Sell |
132,343
-2,630
| -2% | -$25.1K | ﹤0.01% | 2997 |
|
|
2022
Q2 | $1.25M | Sell |
134,973
-33,244
| -20% | -$307K | ﹤0.01% | 3027 |
|
|
2022
Q1 | $1.68M | Buy |
168,217
+2,605
| +2% | +$26K | ﹤0.01% | 2985 |
|
|
2021
Q4 | $1.39M | Sell |
165,612
-10,289
| -6% | -$86.5K | ﹤0.01% | 3102 |
|
|
2021
Q3 | $1.7M | Sell |
175,901
-3,131
| -2% | -$30.3K | ﹤0.01% | 2931 |
|
|
2021
Q2 | $2.08M | Sell |
179,032
-30,365
| -15% | -$352K | ﹤0.01% | 2912 |
|
|
2021
Q1 | $2.24M | Sell |
209,397
-29,909
| -12% | -$320K | ﹤0.01% | 2813 |
|
|
2020
Q4 | $2.19M | Buy |
239,306
+24,314
| +11% | +$223K | ﹤0.01% | 2745 |
|
|
2020
Q3 | $1.53M | Buy |
214,992
+1,033
| +0.5% | +$7.35K | ﹤0.01% | 2794 |
|
|
2020
Q2 | $1.55M | Sell |
213,959
-60,938
| -22% | -$441K | ﹤0.01% | 2727 |
|
|
2020
Q1 | $1.9M | Buy |
274,897
+62,594
| +29% | +$432K | ﹤0.01% | 2504 |
|
|
2019
Q4 | $1.95M | Buy |
212,303
+6,215
| +3% | +$57K | ﹤0.01% | 2743 |
|
|
2019
Q3 | $1.86M | Buy |
206,088
+270
| +0.1% | +$2.44K | ﹤0.01% | 2727 |
|
|
2019
Q2 | $2.13M | Buy |
205,818
+84,315
| +69% | +$874K | ﹤0.01% | 2712 |
|
|
2019
Q1 | $1.33M | Sell |
121,503
-8,165
| -6% | -$89.6K | ﹤0.01% | 2918 |
|
|
2018
Q4 | $1.55M | Sell |
129,668
-17,847
| -12% | -$213K | ﹤0.01% | 2751 |
|
|
2018
Q3 | $1.7M | Sell |
147,515
-34,041
| -19% | -$392K | ﹤0.01% | 2867 |
|
|
2018
Q2 | $2.11M | Buy |
181,556
+34,873
| +24% | +$404K | ﹤0.01% | 2711 |
|
|
2018
Q1 | $1.54M | Buy |
146,683
+387
| +0.3% | +$4.07K | ﹤0.01% | 2785 |
|
|
2017
Q4 | $1.44M | Buy |
146,296
+17,061
| +13% | +$168K | ﹤0.01% | 2824 |
|
|
2017
Q3 | $1.05M | Sell |
129,235
-3,286
| -2% | -$26.7K | ﹤0.01% | 2937 |
|
|
2017
Q2 | $1.19M | Buy |
132,521
+393
| +0.3% | +$3.53K | ﹤0.01% | 2865 |
|
|
2017
Q1 | $1.12M | Sell |
132,128
-8,390
| -6% | -$71.2K | ﹤0.01% | 2835 |
|
|
2016
Q4 | $1.4M | Sell |
140,518
-13,898
| -9% | -$139K | ﹤0.01% | 2799 |
|
|
2016
Q3 | $1.51M | Buy |
154,416
+30,428
| +25% | +$298K | ﹤0.01% | 2711 |
|
|
2016
Q2 | $1.61M | Buy |
123,988
+48,451
| +64% | +$630K | ﹤0.01% | 2626 |
|
|
2016
Q1 | $947K | Buy |
75,537
+46,733
| +162% | +$586K | ﹤0.01% | 2869 |
|
|
2015
Q4 | $311K | Sell |
28,804
-53,971
| -65% | -$583K | ﹤0.01% | 3456 |
|
|
2015
Q3 | $1.42M | Buy |
82,775
+30,634
| +59% | +$524K | ﹤0.01% | 2787 |
|
|
2015
Q2 | $989K | Buy |
52,141
+2,041
| +4% | +$38.7K | ﹤0.01% | 3098 |
|
|
2015
Q1 | $1.08M | Buy |
+50,100
| New | +$1.08M | ﹤0.01% | 2912 |
|
|
2014
Q4 | – | Sell |
-5,931
| Closed | -$119K | – | 4234 |
|
|
2014
Q3 | $119K | Buy |
5,931
+1,362
| +30% | +$27.3K | ﹤0.01% | 3604 |
|
|
2014
Q2 | $91K | Buy |
4,569
+1,229
| +37% | +$24.5K | ﹤0.01% | 3624 |
|
|
2014
Q1 | $60K | Sell |
3,340
-850
| -20% | -$15.3K | ﹤0.01% | 3715 |
|
|
2013
Q4 | $93K | Buy |
4,190
+391
| +10% | +$8.68K | ﹤0.01% | 3413 |
|
|
2013
Q3 | $77K | Buy |
3,799
+594
| +19% | +$12K | ﹤0.01% | 3581 |
|
|
2013
Q2 | $58K | Buy |
+3,205
| New | +$58K | ﹤0.01% | 3634 |
|