Brinker Capital Investments’s Pearson PSO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$502K	Buy	38,227 +12,091	+46%	+$157K	﹤0.01%	1456
2025 Q4	$367K	Sell	26,136 -6,929	-21%	-$95.8K	﹤0.01%	1715
2025 Q3	$468K	Buy	33,065 +423	+1%	+$6.09K	﹤0.01%	1575
2025 Q2	$487K	Sell	32,642 -14,970	-31%	-$233K	﹤0.01%	1514
2025 Q1	$762K	Sell	47,612 -9,377	-16%	-$154K	0.01%	1213
2024 Q4	$919K	Buy	56,989 +9,394	+20%	+$140K	0.01%	1100
2024 Q3	$646K	Buy	47,595 +16,049	+51%	+$215K	0.01%	1234
2024 Q2	$394K	Sell	31,546 -3,291	-9%	-$40.5K	﹤0.01%	1359
2024 Q1	$458K	Buy	34,837 +1,671	+5%	+$20.8K	﹤0.01%	1296
2023 Q4	$415K	Sell	33,166 -2,200	-6%	-$25.6K	﹤0.01%	1283
2023 Q3	$373K	Sell	35,366 -1,442	-4%	-$15.4K	﹤0.01%	1304
2023 Q2	$386K	Buy	36,808 +870	+2%	+$8.97K	﹤0.01%	1309
2023 Q1	$376K	Sell	35,938 -82,556	-70%	-$893K	﹤0.01%	1264
2022 Q4	$1.34M	Sell	118,494 -53,015	-31%	-$582K	0.03%	628
2022 Q3	$1.64M	Buy	171,509 +13,170	+8%	+$131K	0.03%	524
2022 Q2	$1.46M	Buy	158,339 +1,915	+1%	+$18.5K	0.03%	604
2022 Q1	$1.56M	Buy	156,424 +14,804	+10%	+$134K	0.02%	632
2021 Q4	$1.19M	Buy	+141,620	New	+$1.22M	0.02%	749