Envestnet Asset Management’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $338K | Buy |
25,715
+6,375
| +33% | +$82.8K | ﹤0.01% | 4207 |
|
|
2025
Q4 | $272K | Sell |
19,340
-10,642
| -35% | -$147K | ﹤0.01% | 4105 |
|
|
2025
Q3 | $425K | Sell |
29,982
-160,009
| -84% | -$2.3M | ﹤0.01% | 3874 |
|
|
2025
Q2 | $2.84M | Buy |
189,991
+38,578
| +25% | +$600K | ﹤0.01% | 2578 |
|
|
2025
Q1 | $2.42M | Buy |
151,413
+89,949
| +146% | +$1.48M | ﹤0.01% | 2596 |
|
|
2024
Q4 | $991K | Buy |
61,464
+315
| +0.5% | +$4.7K | ﹤0.01% | 3182 |
|
|
2024
Q3 | $830K | Buy |
61,149
+18,161
| +42% | +$244K | ﹤0.01% | 3232 |
|
|
2024
Q2 | $536K | Sell |
42,988
-9,512
| -18% | -$117K | ﹤0.01% | 3417 |
|
|
2024
Q1 | $691K | Sell |
52,500
-153
| -0.3% | -$1.9K | ﹤0.01% | 3254 |
|
|
2023
Q4 | $647K | Sell |
52,653
-6,788
| -11% | -$79K | ﹤0.01% | 3192 |
|
|
2023
Q3 | $627K | Sell |
59,441
-48,655
| -45% | -$521K | ﹤0.01% | 3126 |
|
|
2023
Q2 | $1.13M | Sell |
108,096
-599,015
| -85% | -$6.18M | ﹤0.01% | 2659 |
|
|
2023
Q1 | $703K | Buy |
707,111
+559,559
| +379% | +$6.05M | ﹤0.01% | 2923 |
|
|
2022
Q4 | $1.66M | Sell |
147,552
-65,387
| -31% | -$718K | ﹤0.01% | 2294 |
|
|
2022
Q3 | $2.03M | Buy |
212,939
+3,580
| +2% | +$35.6K | ﹤0.01% | 2088 |
|
|
2022
Q2 | $1.93M | Sell |
209,359
-3,382
| -2% | -$32.6K | ﹤0.01% | 2129 |
|
|
2022
Q1 | $2.12M | Buy |
212,741
+115,801
| +119% | +$1.05M | ﹤0.01% | 2163 |
|
|
2021
Q4 | $814K | Sell |
96,940
-88,825
| -48% | -$763K | ﹤0.01% | 2759 |
|
|
2021
Q3 | $1.8M | Buy |
185,765
+10,221
| +6% | +$111K | ﹤0.01% | 2154 |
|
|
2021
Q2 | $2.04M | Sell |
175,544
-36,423
| -17% | -$425K | ﹤0.01% | 2043 |
|
|
2021
Q1 | $2.27M | Buy |
211,967
+14,757
| +7% | +$153K | ﹤0.01% | 1865 |
|
|
2020
Q4 | $1.81M | Buy |
197,210
+34,503
| +21% | +$276K | ﹤0.01% | 1811 |
|
|
2020
Q3 | $1.16M | Buy |
162,707
+7,838
| +5% | +$56.5K | ﹤0.01% | 1936 |
|
|
2020
Q2 | $1.12M | Buy |
154,869
+40,971
| +36% | +$256K | ﹤0.01% | 1901 |
|
|
2020
Q1 | $785K | Buy |
113,898
+20,637
| +22% | +$150K | ﹤0.01% | 1962 |
|
|
2019
Q4 | $786K | Sell |
93,261
-80,671
| -46% | -$694K | ﹤0.01% | 2183 |
|
|
2019
Q3 | $1.57M | Sell |
173,932
-48,950
| -22% | -$507K | ﹤0.01% | 1684 |
|
|
2019
Q2 | $2.31M | Sell |
222,882
-81,042
| -27% | -$850K | ﹤0.01% | 1473 |
|
|
2019
Q1 | $3.34M | Buy |
303,924
+23,613
| +8% | +$276K | ﹤0.01% | 1208 |
|
|
2018
Q4 | $3.35M | Buy |
+280,311
| New | +$3.24M | 0.01% | 1083 |
|
|
2018
Q3 | – | Sell |
-6,641
| Closed | -$77K | – | 2275 |
|
|
2018
Q2 | $77K | Buy |
6,641
+228
| +4% | +$2.63K | ﹤0.01% | 2056 |
|
|
2018
Q1 | $69K | Buy |
6,413
+557
| +10% | +$5.54K | ﹤0.01% | 2032 |
|
|
2017
Q4 | $58K | Sell |
5,856
-288,676
| -98% | -$2.65M | ﹤0.01% | 2280 |
|
|
2017
Q3 | $2.4M | Buy |
294,532
+96
| +0% | +$776 | 0.01% | 828 |
|
|
2017
Q2 | $2.64M | Buy |
294,436
+70,765
| +32% | +$615K | 0.01% | 809 |
|
|
2017
Q1 | $1.9M | Buy |
223,671
+31,076
| +16% | +$259K | 0.01% | 957 |
|
|
2016
Q4 | $1.93M | Sell |
192,595
-30,010
| -13% | -$291K | 0.01% | 939 |
|
|
2016
Q3 | $2.18M | Buy |
222,605
+27,182
| +14% | +$312K | 0.01% | 922 |
|
|
2016
Q2 | $2.54M | Sell |
195,423
-6,022
| -3% | -$71.9K | 0.01% | 909 |
|
|
2016
Q1 | $2.53M | Sell |
201,445
-8,138
| -4% | -$93K | 0.01% | 877 |
|
|
2015
Q4 | $2.26M | Buy |
209,583
+81,654
| +64% | +$1.1M | 0.01% | 911 |
|
|
2015
Q3 | $2.19M | Buy |
127,929
+109,379
| +590% | +$1.97M | 0.01% | 912 |
|
|
2015
Q2 | $352K | Buy |
18,550
+265
| +1% | +$5.41K | ﹤0.01% | 1877 |
|
|
2015
Q1 | $395K | Buy |
18,285
+18,112
| +10,469% | +$375K | ﹤0.01% | 1656 |
|
|
2014
Q4 | $3K | Sell |
173
-733
| -81% | -$13.7K | ﹤0.01% | 2261 |
|
|
2014
Q3 | $18K | Buy |
906
+799
| +747% | +$15.2K | ﹤0.01% | 1926 |
|
|
2014
Q2 | $2K | Hold |
107
| – | – | ﹤0.01% | 2508 |
|
|
2014
Q1 | $2K | Sell |
107
-48
| -31% | -$897 | ﹤0.01% | 2308 |
|
|
2013
Q4 | $3K | Sell |
155
-111
| -42% | -$2.35K | ﹤0.01% | 2155 |
|
|
2013
Q3 | $5K | Buy |
+266
| New | +$5.31K | ﹤0.01% | 1930 |
|
Other funds holding PSO
LP
