Carson Wealth (CWM LLC)’s Pearson PSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47K | Sell |
3,131
-1,009
| -24% | -$15.1K | ﹤0.01% | 3330 |
|
|
2025
Q1 | $66K | Buy |
4,140
+1,256
| +44% | +$20K | ﹤0.01% | 2742 |
|
|
2024
Q4 | $46K | Buy |
2,884
+53
| +2% | +$845 | ﹤0.01% | 2867 |
|
|
2024
Q3 | $38K | Sell |
2,831
-1,819
| -39% | -$24.4K | ﹤0.01% | 2909 |
|
|
2024
Q2 | $58K | Buy |
4,650
+855
| +23% | +$10.7K | ﹤0.01% | 2371 |
|
|
2024
Q1 | $50K | Buy |
3,795
+1,588
| +72% | +$20.9K | ﹤0.01% | 2297 |
|
|
2023
Q4 | $27K | Buy |
2,207
+183
| +9% | +$2.24K | ﹤0.01% | 2576 |
|
|
2023
Q3 | $21K | Buy |
2,024
+369
| +22% | +$3.83K | ﹤0.01% | 2663 |
|
|
2023
Q2 | $17K | Sell |
1,655
-272
| -14% | -$2.79K | ﹤0.01% | 2753 |
|
|
2023
Q1 | $20K | Sell |
1,927
-340
| -15% | -$3.53K | ﹤0.01% | 2521 |
|
|
2022
Q4 | $26K | Buy |
2,267
+257
| +13% | +$2.95K | ﹤0.01% | 2178 |
|
|
2022
Q3 | $19K | Sell |
2,010
-129
| -6% | -$1.22K | ﹤0.01% | 2257 |
|
|
2022
Q2 | $20K | Buy |
2,139
+238
| +13% | +$2.23K | ﹤0.01% | 2117 |
|
|
2022
Q1 | $19K | Buy |
1,901
+963
| +103% | +$9.63K | ﹤0.01% | 2106 |
|
|
2021
Q4 | $8K | Buy |
+938
| New | +$8K | ﹤0.01% | 2486 |
|
|
2021
Q2 | $3K | Hold |
289
| – | – | ﹤0.01% | 2525 |
|
|
2021
Q1 | $3K | Hold |
289
| – | – | ﹤0.01% | 2525 |
|
|
2020
Q4 | $3K | Hold |
289
| – | – | ﹤0.01% | 2525 |
|
|
2020
Q3 | $3K | Hold |
289
| – | – | ﹤0.01% | 2525 |
|
|
2020
Q2 | $3K | Hold |
289
| – | – | ﹤0.01% | 2525 |
|
|
2020
Q1 | $3K | Hold |
289
| – | – | ﹤0.01% | 2525 |
|
|
2019
Q4 | $3K | Hold |
289
| – | – | ﹤0.01% | 2525 |
|
|
2019
Q3 | $3K | Hold |
289
| – | – | ﹤0.01% | 2525 |
|
|
2019
Q2 | $3K | Hold |
289
| – | – | ﹤0.01% | 2525 |
|
|
2019
Q1 | $3K | Sell |
289
-259
| -47% | -$2.69K | ﹤0.01% | 2525 |
|
|
2018
Q4 | $7K | Buy |
548
+175
| +47% | +$2.24K | ﹤0.01% | 1449 |
|
|
2018
Q3 | $4K | Buy |
373
+250
| +203% | +$2.68K | ﹤0.01% | 1404 |
|
|
2018
Q2 | $1K | Buy |
+123
| New | +$1K | ﹤0.01% | 1572 |
|