Atria Investments’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Buy |
52,557
+20,118
| +62% | +$300K | 0.01% | 1173 |
|
|
2025
Q1 | $519K | Buy |
32,439
+15,711
| +94% | +$252K | 0.01% | 1336 |
|
|
2024
Q4 | $270K | Sell |
16,728
-588
| -3% | -$9.48K | ﹤0.01% | 1646 |
|
|
2024
Q3 | $235K | Sell |
17,316
-2,611
| -13% | -$35.4K | ﹤0.01% | 1742 |
|
|
2024
Q2 | $249K | Buy |
+19,927
| New | +$249K | ﹤0.01% | 1699 |
|
|
2020
Q1 | – | Sell |
-24,345
| Closed | -$205K | – | 1027 |
|
|
2019
Q4 | $205K | Buy |
+24,345
| New | +$205K | 0.01% | 1146 |
|
|
2019
Q3 | – | Sell |
-17,254
| Closed | -$169K | – | 942 |
|
|
2019
Q2 | $169K | Sell |
17,254
-1,805
| -9% | -$17.7K | 0.01% | 923 |
|
|
2019
Q1 | $209K | Buy |
19,059
+2,826
| +17% | +$31K | 0.01% | 851 |
|
|
2018
Q4 | $194K | Buy |
16,233
+5,723
| +54% | +$68.4K | 0.01% | 821 |
|
|
2018
Q3 | $121K | Buy |
+10,510
| New | +$121K | ﹤0.01% | 957 |
|
|
2018
Q2 | – | Sell |
-11,027
| Closed | -$116K | – | 997 |
|
|
2018
Q1 | $116K | Buy |
+11,027
| New | +$116K | 0.01% | 862 |
|
|
2015
Q4 | – | Sell |
-17,062
| Closed | -$293K | – | 411 |
|
|
2015
Q3 | $293K | Sell |
17,062
-1,280
| -7% | -$22K | 0.04% | 268 |
|
|
2015
Q2 | $348K | Buy |
18,342
+101
| +0.6% | +$1.92K | 0.04% | 296 |
|
|
2015
Q1 | $394K | Sell |
18,241
-1,906
| -9% | -$41.2K | 0.04% | 278 |
|
|
2014
Q4 | $372K | Sell |
20,147
-594
| -3% | -$11K | 0.04% | 298 |
|
|
2014
Q3 | $415K | Buy |
20,741
+111
| +0.5% | +$2.22K | 0.04% | 306 |
|
|
2014
Q2 | $409K | Buy |
20,630
+327
| +2% | +$6.48K | 0.04% | 294 |
|
|
2014
Q1 | $362K | Buy |
20,303
+353
| +2% | +$6.29K | 0.04% | 330 |
|
|
2013
Q4 | $447K | Sell |
19,950
-4,495
| -18% | -$101K | 0.04% | 311 |
|
|
2013
Q3 | $497K | Sell |
24,445
-130
| -0.5% | -$2.64K | 0.05% | 281 |
|
|
2013
Q2 | $440K | Buy |
+24,575
| New | +$440K | 0.05% | 206 |
|