Atlas Capital Advisors’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Hold |
26,872
| – | – | 0.05% | 289 |
|
|
2025
Q1 | $430K | Sell |
26,872
-346
| -1% | -$5.54K | 0.05% | 285 |
|
|
2024
Q4 | $439K | Sell |
27,218
-711
| -3% | -$11.5K | 0.06% | 267 |
|
|
2024
Q3 | $379K | Sell |
27,929
-258
| -0.9% | -$3.5K | 0.06% | 273 |
|
|
2024
Q2 | $352K | Hold |
28,187
| – | – | 0.05% | 299 |
|
|
2024
Q1 | $371K | Sell |
28,187
-1,657
| -6% | -$21.8K | 0.06% | 267 |
|
|
2023
Q4 | $367K | Buy |
29,844
+9,146
| +44% | +$112K | 0.05% | 265 |
|
|
2023
Q3 | $218K | Hold |
20,698
| – | – | 0.04% | 337 |
|
|
2023
Q2 | $217K | Sell |
20,698
-931
| -4% | -$9.76K | 0.03% | 351 |
|
|
2023
Q1 | $226K | Hold |
21,629
| – | – | 0.04% | 338 |
|
|
2022
Q4 | $244K | Hold |
21,629
| – | – | 0.04% | 307 |
|
|
2022
Q3 | $207K | Hold |
21,629
| – | – | 0.04% | 336 |
|
|
2022
Q2 | $199K | Hold |
21,629
| – | – | 0.03% | 370 |
|
|
2022
Q1 | $216K | Buy |
21,629
+817
| +4% | +$8.15K | 0.03% | 337 |
|
|
2021
Q4 | $175K | Sell |
20,812
-17,147
| -45% | -$144K | 0.03% | 377 |
|
|
2021
Q3 | $367K | Buy |
37,959
+4,226
| +13% | +$40.9K | 0.06% | 250 |
|
|
2021
Q2 | $392K | Buy |
33,733
+382
| +1% | +$4.44K | 0.07% | 248 |
|
|
2021
Q1 | $357K | Buy |
33,351
+549
| +2% | +$5.87K | 0.07% | 239 |
|
|
2020
Q4 | $301K | Sell |
32,802
-8,802
| -21% | -$80.8K | 0.06% | 248 |
|
|
2020
Q3 | $296K | Buy |
+41,604
| New | +$296K | 0.07% | 253 |
|
|
2020
Q1 | – | Sell |
-1,310
| Closed | -$11K | – | 699 |
|
|
2019
Q4 | $11K | Hold |
1,310
| – | – | ﹤0.01% | 581 |
|
|
2019
Q3 | $11.8K | Sell |
1,310
-2,303
| -64% | -$20.8K | ﹤0.01% | 565 |
|
|
2019
Q2 | $37.4K | Sell |
3,613
-18,170
| -83% | -$188K | 0.01% | 494 |
|
|
2019
Q1 | $239K | Sell |
21,783
-567
| -3% | -$6.23K | 0.09% | 241 |
|
|
2018
Q4 | $267K | Buy |
22,350
+650
| +3% | +$7.76K | 0.11% | 224 |
|
|
2018
Q3 | $239K | Buy |
21,700
+2,303
| +12% | +$25.4K | 0.08% | 267 |
|
|
2018
Q2 | $232K | Buy |
+19,397
| New | +$232K | 0.08% | 251 |
|