Laird Norton Wetherby Wealth Management’s Pearson PSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
+71,556
| New | +$1.07M | 0.05% | 344 |
|
|
2024
Q4 | $1.05M | Sell |
64,864
-805
| -1% | -$13K | 0.05% | 327 |
|
|
2024
Q3 | $891K | Buy |
65,669
+5,298
| +9% | +$71.9K | 0.04% | 385 |
|
|
2024
Q2 | $753K | Sell |
60,371
-804
| -1% | -$10K | 0.04% | 415 |
|
|
2024
Q1 | $805K | Buy |
61,175
+418
| +0.7% | +$5.5K | 0.04% | 409 |
|
|
2023
Q4 | $747K | Buy |
60,757
+2,992
| +5% | +$36.8K | 0.04% | 418 |
|
|
2023
Q3 | $609K | Buy |
57,765
+3,474
| +6% | +$36.6K | 0.03% | 454 |
|
|
2023
Q2 | $569K | Buy |
54,291
+242
| +0.4% | +$2.54K | 0.03% | 488 |
|
|
2023
Q1 | $565K | Sell |
54,049
-917
| -2% | -$9.58K | 0.03% | 492 |
|
|
2022
Q4 | $619K | Sell |
54,966
-5,699
| -9% | -$64.2K | 0.04% | 453 |
|
|
2022
Q3 | $579K | Buy |
60,665
+868
| +1% | +$8.28K | 0.04% | 442 |
|
|
2022
Q2 | $551K | Sell |
59,797
-10,447
| -15% | -$96.3K | 0.04% | 473 |
|
|
2022
Q1 | $700K | Buy |
70,244
+22,619
| +47% | +$225K | 0.04% | 410 |
|
|
2021
Q4 | $400K | Buy |
47,625
+13,575
| +40% | +$114K | 0.02% | 600 |
|
|
2021
Q3 | $329K | Buy |
34,050
+2,794
| +9% | +$27K | 0.02% | 657 |
|
|
2021
Q2 | $363K | Buy |
31,256
+4,943
| +19% | +$57.4K | 0.02% | 631 |
|
|
2021
Q1 | $281K | Buy |
26,313
+121
| +0.5% | +$1.29K | 0.02% | 624 |
|
|
2020
Q4 | $240K | Buy |
26,192
+3,441
| +15% | +$31.5K | 0.02% | 740 |
|
|
2020
Q3 | $162K | Buy |
22,751
+6,198
| +37% | +$44.1K | 0.01% | 660 |
|
|
2020
Q2 | $120K | Sell |
16,553
-15,785
| -49% | -$114K | 0.01% | 682 |
|
|
2020
Q1 | $223K | Buy |
32,338
+20,595
| +175% | +$142K | 0.03% | 543 |
|
|
2019
Q4 | $99K | Sell |
11,743
-9,262
| -44% | -$78.1K | 0.01% | 689 |
|
|
2019
Q3 | $189K | Buy |
21,005
+2,458
| +13% | +$22.1K | 0.02% | 663 |
|
|
2019
Q2 | $192K | Buy |
18,547
+425
| +2% | +$4.4K | 0.02% | 646 |
|
|
2019
Q1 | $199K | Sell |
18,122
-333
| -2% | -$3.66K | 0.02% | 624 |
|
|
2018
Q4 | $220K | Buy |
18,455
+2,367
| +15% | +$28.2K | 0.03% | 558 |
|
|
2018
Q3 | $186K | Sell |
16,088
-553
| -3% | -$6.39K | 0.02% | 629 |
|
|
2018
Q2 | $193K | Sell |
16,641
-60
| -0.4% | -$696 | 0.03% | 604 |
|
|
2018
Q1 | $176K | Buy |
16,701
+1,004
| +6% | +$10.6K | 0.02% | 613 |
|
|
2017
Q4 | $155K | Buy |
15,697
+4,323
| +38% | +$42.7K | 0.02% | 613 |
|
|
2017
Q3 | $93K | Buy |
11,374
+1,131
| +11% | +$9.25K | 0.01% | 608 |
|
|
2017
Q2 | $92K | Buy |
+10,243
| New | +$92K | 0.02% | 558 |
|
|
2016
Q4 | – | Sell |
-13,842
| Closed | -$136K | – | 542 |
|
|
2016
Q3 | $136K | Sell |
13,842
-3,326
| -19% | -$32.7K | 0.03% | 503 |
|
|
2016
Q2 | $223K | Buy |
17,168
+147
| +0.9% | +$1.91K | 0.05% | 435 |
|
|
2016
Q1 | $213K | Buy |
17,021
+4,986
| +41% | +$62.4K | 0.05% | 419 |
|
|
2015
Q4 | $129K | Sell |
12,035
-3,383
| -22% | -$36.3K | 0.03% | 439 |
|
|
2015
Q3 | $265K | Buy |
15,418
+18
| +0.1% | +$309 | 0.07% | 337 |
|
|
2015
Q2 | $292K | Sell |
15,400
-199
| -1% | -$3.77K | 0.07% | 331 |
|
|
2015
Q1 | $337K | Sell |
15,599
-52
| -0.3% | -$1.12K | 0.08% | 294 |
|
|
2014
Q4 | $289K | Sell |
15,651
-2,228
| -12% | -$41.1K | 0.07% | 315 |
|
|
2014
Q3 | $358K | Buy |
17,879
+4,442
| +33% | +$88.9K | 0.1% | 255 |
|
|
2014
Q2 | $267K | Buy |
13,437
+2,328
| +21% | +$46.3K | 0.08% | 324 |
|
|
2014
Q1 | $198K | Sell |
11,109
-1,628
| -13% | -$29K | 0.06% | 399 |
|
|
2013
Q4 | $286K | Buy |
12,737
+131
| +1% | +$2.94K | 0.08% | 297 |
|
|
2013
Q3 | $257K | Buy |
12,606
+2,591
| +26% | +$52.8K | 0.08% | 314 |
|
|
2013
Q2 | $179K | Buy |
+10,015
| New | +$179K | 0.06% | 347 |
|