Great Waters Wealth Management’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
18,244
+3,258
| +22% | +$48.6K | 0.04% | 84 |
|
|
2025
Q1 | $240K | Buy |
14,986
+480
| +3% | +$7.69K | 0.03% | 85 |
|
|
2024
Q4 | $234K | Hold |
14,506
| – | – | 0.03% | 96 |
|
|
2024
Q3 | $197K | Hold |
14,506
| – | – | 0.03% | 108 |
|
|
2024
Q2 | $181K | Hold |
14,506
| – | – | 0.03% | 101 |
|
|
2024
Q1 | $191K | Hold |
14,506
| – | – | 0.03% | 96 |
|
|
2023
Q4 | $178K | Hold |
14,506
| – | – | 0.03% | 93 |
|
|
2023
Q3 | $157K | Hold |
14,506
| – | – | 0.03% | 89 |
|
|
2023
Q2 | $152K | Hold |
14,506
| – | – | 0.03% | 91 |
|
|
2023
Q1 | $153K | Hold |
14,506
| – | – | 0.03% | 83 |
|
|
2022
Q4 | $166K | Buy |
+14,506
| New | +$166K | 0.04% | 85 |
|