EverSource Wealth Advisors’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	$175K	Buy	13,350 +3,080	+30%	+$40K	0.01%	1123
2025 Q4	$144K	Sell	10,270 -943	-8%	-$13K	0.01%	1120
2025 Q3	$159K	Sell	11,213 -1,984	-15%	-$28.6K	0.01%	1027
2025 Q2	$197K	Buy	13,197 +6,012	+84%	+$93.5K	0.01%	865
2025 Q1	$115K	Buy	7,185 +378	+6%	+$6.21K	0.01%	858
2024 Q4	$110K	Buy	6,807 +1,937	+40%	+$28.9K	0.01%	873
2024 Q3	$66.1K	Buy	4,870 +353	+8%	+$4.73K	﹤0.01%	944
2024 Q2	$61K	Buy	4,517 +2,096	+87%	+$25.8K	﹤0.01%	998
2024 Q1	$29.5K	Buy	2,421 +1,138	+89%	+$14.1K	﹤0.01%	1192
2023 Q4	$15.8K	Sell	1,283 -253	-16%	-$2.94K	﹤0.01%	1349
2023 Q3	$16.2K	Sell	1,536 -664	-30%	-$7.11K	﹤0.01%	1207
2023 Q2	$23.1K	Buy	2,200 +54	+3%	+$557	﹤0.01%	1103
2023 Q1	$22.4K	Buy	2,146 +75	+4%	+$811	﹤0.01%	1041
2022 Q4	$23.3K	Buy	2,071 +351	+20%	+$3.85K	﹤0.01%	1016
2022 Q3	$17K	Buy	1,720 +1,261	+275%	+$12.6K	﹤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	+$3.94K	﹤0.01%	1351