EverSource Wealth Advisors’s Pearson PSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Buy |
13,197
+6,012
| +84% | +$89.8K | 0.01% | 864 |
|
|
2025
Q1 | $115K | Buy |
7,185
+378
| +6% | +$6.05K | 0.01% | 857 |
|
|
2024
Q4 | $110K | Buy |
6,807
+1,937
| +40% | +$31.2K | 0.01% | 873 |
|
|
2024
Q3 | $66.1K | Buy |
4,870
+353
| +8% | +$4.79K | ﹤0.01% | 944 |
|
|
2024
Q2 | $61K | Buy |
4,517
+2,096
| +87% | +$28.3K | ﹤0.01% | 998 |
|
|
2024
Q1 | $29.5K | Buy |
2,421
+1,138
| +89% | +$13.9K | ﹤0.01% | 1192 |
|
|
2023
Q4 | $15.8K | Sell |
1,283
-253
| -16% | -$3.11K | ﹤0.01% | 1349 |
|
|
2023
Q3 | $16.2K | Sell |
1,536
-664
| -30% | -$7K | ﹤0.01% | 1207 |
|
|
2023
Q2 | $23.1K | Buy |
2,200
+54
| +3% | +$566 | ﹤0.01% | 1103 |
|
|
2023
Q1 | $22.4K | Buy |
2,146
+75
| +4% | +$784 | ﹤0.01% | 1040 |
|
|
2022
Q4 | $23.3K | Buy |
2,071
+351
| +20% | +$3.96K | ﹤0.01% | 1016 |
|
|
2022
Q3 | $17K | Buy |
1,720
+1,261
| +275% | +$12.5K | ﹤0.01% | 967 |
|
|
2022
Q2 | $4K | Hold |
459
| – | – | ﹤0.01% | 1342 |
|
|
2022
Q1 | $5K | Hold |
459
| – | – | ﹤0.01% | 1282 |
|
|
2021
Q4 | $4K | Buy |
+459
| New | +$4K | ﹤0.01% | 1351 |
|