Cresset Asset Management’s Pearson PSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-42,151
| Closed | -$572K | – | 1988 |
|
|
2024
Q3 | $572K | Buy |
42,151
+8,436
| +25% | +$114K | ﹤0.01% | 1414 |
|
|
2024
Q2 | $421K | Buy |
33,715
+14,232
| +73% | +$178K | ﹤0.01% | 1494 |
|
|
2024
Q1 | $260K | Buy |
19,483
+5,538
| +40% | +$74K | ﹤0.01% | 1633 |
|
|
2023
Q4 | $171K | Buy |
13,945
+1,385
| +11% | +$17K | ﹤0.01% | 1688 |
|
|
2023
Q3 | $132K | Buy |
12,560
+1,033
| +9% | +$10.9K | ﹤0.01% | 1642 |
|
|
2023
Q2 | $121K | Buy |
+11,527
| New | +$121K | ﹤0.01% | 1667 |
|
|
2019
Q2 | – | Sell |
-31
| Closed | – | – | 1380 |
|
|
2019
Q1 | $0 | Hold |
31
| – | – | ﹤0.01% | 2082 |
|
|
2018
Q4 | $0 | Buy |
+31
| New | – | ﹤0.01% | 1740 |
|