Cerity Partners’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
156,978
+2,975
| +2% | +$44.4K | ﹤0.01% | 1142 |
|
|
2025
Q1 | $2.47M | Buy |
154,003
+66,621
| +76% | +$1.07M | 0.01% | 1013 |
|
|
2024
Q4 | $1.37M | Buy |
87,382
+18,742
| +27% | +$293K | ﹤0.01% | 1275 |
|
|
2024
Q3 | $931K | Buy |
68,640
+45,768
| +200% | +$621K | ﹤0.01% | 1427 |
|
|
2024
Q2 | $285K | Sell |
22,872
-11,066
| -33% | -$138K | ﹤0.01% | 1847 |
|
|
2024
Q1 | $447K | Buy |
33,938
+17,187
| +103% | +$226K | ﹤0.01% | 1653 |
|
|
2023
Q4 | $206K | Buy |
16,751
+4,229
| +34% | +$52K | ﹤0.01% | 1710 |
|
|
2023
Q3 | $132K | Sell |
12,522
-2,171
| -15% | -$22.9K | ﹤0.01% | 1311 |
|
|
2023
Q2 | $154K | Sell |
14,693
-2,510
| -15% | -$26.3K | ﹤0.01% | 1512 |
|
|
2023
Q1 | $180K | Sell |
17,203
-30
| -0.2% | -$313 | ﹤0.01% | 1723 |
|
|
2022
Q4 | $194K | Buy |
17,233
+5,667
| +49% | +$63.9K | ﹤0.01% | 1345 |
|
|
2022
Q3 | $110K | Buy |
11,566
+579
| +5% | +$5.51K | ﹤0.01% | 1106 |
|
|
2022
Q2 | $102K | Buy |
+10,987
| New | +$102K | ﹤0.01% | 1122 |
|