Bank of Montreal’s Pearson PSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$159K Buy
+10,633
New +$159K ﹤0.01% 2585
2025
Q1
Sell
-280,851
Closed -$4.53M 3252
2024
Q4
$4.53M Sell
280,851
-125,001
-31% -$2.02M ﹤0.01% 1106
2024
Q3
$5.54M Buy
405,852
+97,443
+32% +$1.33M ﹤0.01% 1149
2024
Q2
$3.85M Buy
+308,409
New +$3.85M ﹤0.01% 1236
2023
Q2
Sell
-242,259
Closed -$2.53M 3750
2023
Q1
$2.53M Sell
242,259
-500
-0.2% -$5.23K ﹤0.01% 1413
2022
Q4
$2.75M Buy
242,759
+220,723
+1,002% +$2.5M ﹤0.01% 1385
2022
Q3
$228 Buy
22,036
+244
+1% +$3 ﹤0.01% 2703
2022
Q2
$213 Sell
21,792
-1,283
-6% -$13 ﹤0.01% 2829
2022
Q1
$237K Buy
23,075
+987
+4% +$10.1K ﹤0.01% 2887
2021
Q4
$184K Buy
+22,088
New +$184K ﹤0.01% 2915
2021
Q2
Sell
-4,463
Closed -$49K 4300
2021
Q1
$49K Buy
4,463
+445
+11% +$4.89K ﹤0.01% 3328
2020
Q4
$37K Buy
4,018
+1,720
+75% +$15.8K ﹤0.01% 3630
2020
Q3
$17K Buy
2,298
+717
+45% +$5.3K ﹤0.01% 3496
2020
Q2
$11K Sell
1,581
-2,560
-62% -$17.8K ﹤0.01% 3761
2020
Q1
$27K Sell
4,141
-34,234
-89% -$223K ﹤0.01% 2834
2019
Q4
$324K Sell
38,375
-10,671
-22% -$90.1K ﹤0.01% 2443
2019
Q3
$444K Buy
49,046
+1,203
+3% +$10.9K ﹤0.01% 2068
2019
Q2
$496K Sell
47,843
-18,138
-27% -$188K ﹤0.01% 2049
2019
Q1
$725K Sell
65,981
-15,132
-19% -$166K ﹤0.01% 1848
2018
Q4
$968K Sell
81,113
-8,640
-10% -$103K ﹤0.01% 1709
2018
Q3
$1.03M Buy
89,753
+1,205
+1% +$13.9K ﹤0.01% 1790
2018
Q2
$1.03M Buy
88,548
+8,295
+10% +$96.2K ﹤0.01% 1805
2018
Q1
$845K Buy
80,253
+580
+0.7% +$6.11K ﹤0.01% 1852
2017
Q4
$782K Sell
79,673
-51,008
-39% -$501K ﹤0.01% 1877
2017
Q3
$1.06M Sell
130,681
-51,700
-28% -$421K ﹤0.01% 1807
2017
Q2
$1.64M Buy
182,381
+102,092
+127% +$916K ﹤0.01% 1598
2017
Q1
$681K Buy
80,289
+32,690
+69% +$277K ﹤0.01% 1831
2016
Q4
$470K Buy
47,599
+1,547
+3% +$15.3K ﹤0.01% 1936
2016
Q3
$451K Sell
46,052
-8,765
-16% -$85.8K ﹤0.01% 1932
2016
Q2
$712K Sell
54,817
-2,635
-5% -$34.2K ﹤0.01% 1817
2016
Q1
$720K Buy
57,452
+13,615
+31% +$171K ﹤0.01% 1755
2015
Q4
$472K Buy
43,837
+40,199
+1,105% +$433K ﹤0.01% 1876
2015
Q3
$63K Buy
3,638
+995
+38% +$17.2K ﹤0.01% 2610
2015
Q2
$49K Sell
2,643
-4,056
-61% -$75.2K ﹤0.01% 2803
2015
Q1
$146K Buy
6,699
+5,331
+390% +$116K ﹤0.01% 2274
2014
Q4
$25K Buy
1,368
+1,218
+812% +$22.3K ﹤0.01% 2911
2014
Q3
$3K Hold
150
﹤0.01% 3412
2014
Q2
$3K Sell
150
-169
-53% -$3.38K ﹤0.01% 3959
2014
Q1
$6K Buy
319
+169
+113% +$3.18K ﹤0.01% 3245
2013
Q4
$3K Hold
150
﹤0.01% 3226
2013
Q3
$3K Hold
150
﹤0.01% 3210
2013
Q2
$3K Buy
+150
New +$3K ﹤0.01% 3116