Creative Planning’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
95,716
-3,681
| -4% | -$55K | ﹤0.01% | 1573 |
|
|
2025
Q1 | $1.59M | Buy |
99,397
+5,804
| +6% | +$92.9K | ﹤0.01% | 1354 |
|
|
2024
Q4 | $1.51M | Buy |
93,593
+25,546
| +38% | +$412K | ﹤0.01% | 1318 |
|
|
2024
Q3 | $923K | Buy |
68,047
+13,017
| +24% | +$177K | ﹤0.01% | 1576 |
|
|
2024
Q2 | $687K | Buy |
55,030
+2,613
| +5% | +$32.6K | ﹤0.01% | 1686 |
|
|
2024
Q1 | $690K | Buy |
52,417
+6,154
| +13% | +$81K | ﹤0.01% | 1611 |
|
|
2023
Q4 | $569K | Buy |
46,263
+4,796
| +12% | +$58.9K | ﹤0.01% | 1624 |
|
|
2023
Q3 | $437K | Buy |
41,467
+18,356
| +79% | +$193K | ﹤0.01% | 1647 |
|
|
2023
Q2 | $242K | Buy |
23,111
+12,070
| +109% | +$126K | ﹤0.01% | 2063 |
|
|
2023
Q1 | $115K | Sell |
11,041
-2,990
| -21% | -$31.2K | ﹤0.01% | 2221 |
|
|
2022
Q4 | $158K | Sell |
14,031
-2,047
| -13% | -$23.1K | ﹤0.01% | 2061 |
|
|
2022
Q3 | $154K | Buy |
+16,078
| New | +$154K | ﹤0.01% | 1953 |
|
|
2022
Q1 | – | Sell |
-11,678
| Closed | -$98K | – | 2341 |
|
|
2021
Q4 | $98K | Buy |
11,678
+1,152
| +11% | +$9.67K | ﹤0.01% | 1957 |
|
|
2021
Q3 | $102K | Buy |
+10,526
| New | +$102K | ﹤0.01% | 1935 |
|
|
2019
Q4 | – | Sell |
-12,006
| Closed | -$109K | – | 1937 |
|
|
2019
Q3 | $109K | Sell |
12,006
-500
| -4% | -$4.54K | ﹤0.01% | 1695 |
|
|
2019
Q2 | $130K | Buy |
12,506
+500
| +4% | +$5.2K | ﹤0.01% | 1704 |
|
|
2019
Q1 | $132K | Sell |
12,006
-1,000
| -8% | -$11K | ﹤0.01% | 1649 |
|
|
2018
Q4 | $155K | Buy |
13,006
+1,468
| +13% | +$17.5K | ﹤0.01% | 1551 |
|
|
2018
Q3 | $133K | Hold |
11,538
| – | – | ﹤0.01% | 1730 |
|
|
2018
Q2 | $134K | Hold |
11,538
| – | – | ﹤0.01% | 1701 |
|
|
2018
Q1 | $121K | Sell |
11,538
-2,700
| -19% | -$28.3K | ﹤0.01% | 1697 |
|
|
2017
Q4 | $140K | Buy |
14,238
+182
| +1% | +$1.79K | ﹤0.01% | 1676 |
|
|
2017
Q3 | $114K | Buy |
14,056
+870
| +7% | +$7.06K | ﹤0.01% | 1687 |
|
|
2017
Q2 | $118K | Sell |
13,186
-2,852
| -18% | -$25.5K | ﹤0.01% | 1861 |
|
|
2017
Q1 | $136K | Sell |
16,038
-2,380
| -13% | -$20.2K | ﹤0.01% | 1742 |
|
|
2016
Q4 | $184K | Sell |
18,418
-7,233
| -28% | -$72.3K | ﹤0.01% | 1443 |
|
|
2016
Q3 | $251K | Buy |
25,651
+24,528
| +2,184% | +$240K | ﹤0.01% | 1274 |
|
|
2016
Q2 | $15K | Sell |
1,123
-61
| -5% | -$815 | ﹤0.01% | 2948 |
|
|
2016
Q1 | $15K | Hold |
1,184
| – | – | ﹤0.01% | 2940 |
|
|
2015
Q4 | $13K | Sell |
1,184
-107
| -8% | -$1.18K | ﹤0.01% | 3084 |
|
|
2015
Q3 | $22K | Buy |
+1,291
| New | +$22K | ﹤0.01% | 2636 |
|
|
2015
Q2 | – | Sell |
-61
| Closed | -$1K | – | 2411 |
|
|
2015
Q1 | $1K | Hold |
61
| – | – | ﹤0.01% | 3928 |
|
|
2014
Q4 | $1K | Buy |
+61
| New | +$1K | ﹤0.01% | 3869 |
|
|
2014
Q3 | – | Sell |
-20
| Closed | – | – | 3963 |
|
|
2014
Q2 | $0 | Buy |
+20
| New | – | ﹤0.01% | 3786 |
|
|
2013
Q4 | – | Sell |
-125
| Closed | -$3K | – | 3438 |
|
|
2013
Q3 | $3K | Hold |
125
| – | – | ﹤0.01% | 2902 |
|
|
2013
Q2 | $2K | Buy |
+125
| New | +$2K | ﹤0.01% | 2841 |
|