AssetMark Inc’s Pearson PSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Buy |
10,432
+4,230
| +68% | +$63.2K | ﹤0.01% | 1282 |
|
|
2025
Q1 | $99.3K | Buy |
6,202
+4,418
| +248% | +$70.7K | ﹤0.01% | 1282 |
|
|
2024
Q4 | $28.8K | Sell |
1,784
-102
| -5% | -$1.64K | ﹤0.01% | 1562 |
|
|
2024
Q3 | $25.6K | Sell |
1,886
-37
| -2% | -$502 | ﹤0.01% | 1443 |
|
|
2024
Q2 | $24K | Buy |
+1,923
| New | +$24K | ﹤0.01% | 1353 |
|
|
2018
Q1 | – | Sell |
-230
| Closed | -$2K | – | 1855 |
|
|
2017
Q4 | $2K | Buy |
230
+122
| +113% | +$1.06K | ﹤0.01% | 1471 |
|
|
2017
Q3 | $1K | Buy |
+108
| New | +$1K | ﹤0.01% | 1388 |
|
|
2017
Q1 | – | Sell |
-70
| Closed | -$1K | – | 1398 |
|
|
2016
Q4 | $1K | Sell |
70
-53,761
| -100% | -$768K | ﹤0.01% | 1204 |
|
|
2016
Q3 | $527K | Sell |
53,831
-7,445
| -12% | -$72.9K | 0.01% | 304 |
|
|
2016
Q2 | $796K | Sell |
61,276
-6,673
| -10% | -$86.7K | 0.01% | 279 |
|
|
2016
Q1 | $852K | Buy |
+67,949
| New | +$852K | 0.01% | 282 |
|