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 |
|