Corient Private Wealth’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Sell |
51,946
-801
| -2% | -$12K | ﹤0.01% | 1560 |
|
|
2025
Q1 | $844K | Sell |
52,747
-4,839
| -8% | -$77.5K | ﹤0.01% | 1345 |
|
|
2024
Q4 | $928K | Sell |
57,586
-13,302
| -19% | -$214K | ﹤0.01% | 1348 |
|
|
2024
Q3 | $962K | Buy |
70,888
+16,900
| +31% | +$229K | ﹤0.01% | 1397 |
|
|
2024
Q2 | $674K | Buy |
53,988
+301
| +0.6% | +$3.76K | ﹤0.01% | 1485 |
|
|
2024
Q1 | $707K | Buy |
53,687
+1,045
| +2% | +$13.8K | ﹤0.01% | 1456 |
|
|
2023
Q4 | $647K | Sell |
52,642
-147
| -0.3% | -$1.81K | ﹤0.01% | 1476 |
|
|
2023
Q3 | $556K | Sell |
52,789
-10,726
| -17% | -$113K | ﹤0.01% | 1431 |
|
|
2023
Q2 | $665K | Buy |
63,515
+4,169
| +7% | +$43.7K | ﹤0.01% | 1309 |
|
|
2023
Q1 | $620K | Buy |
59,346
+46,994
| +380% | +$491K | ﹤0.01% | 1287 |
|
|
2022
Q4 | $139K | Buy |
+12,352
| New | +$139K | ﹤0.01% | 1531 |
|