Creative Planning’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.29M | Buy |
|
|||||
|
2025
Q2 | $1.43M | Sell |
|
|||||
|
2025
Q1 | $1.59M | Buy |
|
|||||
|
2024
Q4 | $1.51M | Buy |
|
|||||
|
2024
Q3 | $923K | Buy |
|
|||||
|
2024
Q2 | $687K | Buy |
|
|||||
|
2024
Q1 | $690K | Buy |
|
|||||
|
2023
Q4 | $569K | Buy |
|
|||||
|
2023
Q3 | $437K | Buy |
|
|||||
|
2023
Q2 | $242K | Buy |
|
|||||
|
2023
Q1 | $115K | Sell |
|
|||||
|
2022
Q4 | $158K | Sell |
|
|||||
|
2022
Q3 | $154K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $98K | Buy |
|
|||||
|
2021
Q3 | $102K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $109K | Sell |
|
|||||
|
2019
Q2 | $130K | Buy |
|
|||||
|
2019
Q1 | $132K | Sell |
|
|||||
|
2018
Q4 | $155K | Buy |
|
|||||
|
2018
Q3 | $133K | Hold |
|
|||||
|
2018
Q2 | $134K | Hold |
|
|||||
|
2018
Q1 | $121K | Sell |
|
|||||
|
2017
Q4 | $140K | Buy |
|
|||||
|
2017
Q3 | $114K | Buy |
|
|||||
|
2017
Q2 | $118K | Sell |
|
|||||
|
2017
Q1 | $136K | Sell |
|
|||||
|
2016
Q4 | $184K | Sell |
|
|||||
|
2016
Q3 | $251K | Buy |
|
|||||
|
2016
Q2 | $15K | Sell |
|
|||||
|
2016
Q1 | $15K | Hold |
|
|||||
|
2015
Q4 | $13K | Sell |
|
|||||
|
2015
Q3 | $22K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $1K | Hold |
|
|||||
|
2014
Q4 | $1K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $0 | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $3K | Hold |
|
|||||
|
2013
Q2 | $2K | Buy |
|