IFP Advisors’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-730
| Closed | -$10.9K | – | 4912 |
|
|
2025
Q2 | $10.9K | Hold |
730
| – | – | ﹤0.01% | 2866 |
|
|
2025
Q1 | $11.7K | Hold |
730
| – | – | ﹤0.01% | 2531 |
|
|
2024
Q4 | $11.8K | Hold |
730
| – | – | ﹤0.01% | 2466 |
|
|
2024
Q3 | $9.91K | Sell |
730
-423
| -37% | -$5.67K | ﹤0.01% | 2436 |
|
|
2024
Q2 | $14.4K | Hold |
1,153
| – | – | ﹤0.01% | 2207 |
|
|
2024
Q1 | $15.2K | Hold |
1,153
| – | – | ﹤0.01% | 2095 |
|
|
2023
Q4 | $14.2K | Sell |
1,153
-8,881
| -89% | -$103K | ﹤0.01% | 2055 |
|
|
2023
Q3 | $106K | Hold |
10,034
| – | – | ﹤0.01% | 1226 |
|
|
2023
Q2 | $105K | Sell |
10,034
-423
| -4% | -$4.36K | ﹤0.01% | 1296 |
|
|
2023
Q1 | $125K | Sell |
10,457
-27
| -0.3% | -$292 | 0.01% | 1140 |
|
|
2022
Q4 | $126K | Sell |
10,484
-263
| -2% | -$2.89K | ﹤0.01% | 1622 |
|
|
2022
Q3 | $145K | Buy |
10,747
+9,314
| +650% | +$92.7K | ﹤0.01% | 1612 |
|
|
2022
Q2 | $34K | Hold |
1,433
| – | – | ﹤0.01% | 2438 |
|
|
2022
Q1 | $34K | Buy |
1,433
+1,371
| +2,211% | +$12.4K | ﹤0.01% | 2438 |
|
|
2021
Q4 | $1K | Hold |
62
| – | – | ﹤0.01% | 3087 |
|
|
2021
Q3 | $1K | Hold |
62
| – | – | ﹤0.01% | 3102 |
|
|
2021
Q2 | $1K | Buy |
+62
| New | +$723 | ﹤0.01% | 2930 |
|
|
2019
Q1 | – | Sell |
-1,929
| Closed | -$23K | – | 3166 |
|
|
2018
Q4 | $23K | Buy |
1,929
+832
| +76% | +$9.62K | ﹤0.01% | 2052 |
|
|
2018
Q3 | $13K | Buy |
1,097
+97
| +10% | +$1.14K | ﹤0.01% | 2706 |
|
|
2018
Q2 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 2789 |
|
|
2018
Q1 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 2794 |
|
|
2017
Q4 | $10K | Sell |
1,000
-564
| -36% | -$5.18K | ﹤0.01% | 2835 |
|
|
2017
Q3 | $13K | Buy |
1,564
+5
| +0.3% | +$40 | ﹤0.01% | 2890 |
|
|
2017
Q2 | $14K | Buy |
1,559
+26
| +2% | +$226 | ﹤0.01% | 2814 |
|
|
2017
Q1 | $13K | Sell |
1,533
-241
| -14% | -$2.01K | ﹤0.01% | 2781 |
|
|
2016
Q4 | $18K | Buy |
1,774
+1,737
| +4,695% | +$16.8K | ﹤0.01% | 2539 |
|
|
2016
Q3 | $0 | Hold |
37
| – | – | ﹤0.01% | 4006 |
|
|
2016
Q2 | $0 | Buy |
+37
| New | +$442 | ﹤0.01% | 4016 |
|
Other funds holding PSO
1M