Northwestern Mutual Wealth Management’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 | $8.43K | Buy |
642
+18
| +3% | +$234 | ﹤0.01% | 3130 |
|
|
2025
Q4 | $8.76K | Buy |
624
+16
| +3% | +$221 | ﹤0.01% | 3041 |
|
|
2025
Q3 | $8.61K | Buy |
608
+1
| +0.2% | +$14 | ﹤0.01% | 2958 |
|
|
2025
Q2 | $9.06K | Buy |
607
+576
| +1,858% | +$8.96K | ﹤0.01% | 2829 |
|
|
2025
Q1 | $496 | Buy |
+31
| New | +$509 | ﹤0.01% | 3369 |
|
|
2024
Q2 | – | Sell |
-36
| Closed | -$473 | – | 3753 |
|
|
2024
Q1 | $473 | Buy |
+36
| New | +$447 | ﹤0.01% | 3305 |
|
|
2023
Q2 | – | Sell |
-628
| Closed | -$6.56K | – | 3551 |
|
|
2023
Q1 | $6.56K | Buy |
628
+51
| +9% | +$552 | ﹤0.01% | 2657 |
|
|
2022
Q4 | $6.5K | Hold |
577
| – | – | ﹤0.01% | 2650 |
|
|
2022
Q3 | $6K | Sell |
577
-270
| -32% | -$2.69K | ﹤0.01% | 2648 |
|
|
2022
Q2 | $8K | Buy |
847
+255
| +43% | +$2.46K | ﹤0.01% | 2602 |
|
|
2022
Q1 | $6K | Sell |
592
-337
| -36% | -$3.04K | ﹤0.01% | 2693 |
|
|
2021
Q4 | $8K | Buy |
929
+403
| +77% | +$3.46K | ﹤0.01% | 2634 |
|
|
2021
Q3 | $5K | Hold |
526
| – | – | ﹤0.01% | 2675 |
|
|
2021
Q2 | $6K | Sell |
526
-30
| -5% | -$350 | ﹤0.01% | 2608 |
|
|
2021
Q1 | $6K | Buy |
556
+30
| +6% | +$312 | ﹤0.01% | 2425 |
|
|
2020
Q4 | $5K | Hold |
526
| – | – | ﹤0.01% | 2374 |
|
|
2020
Q3 | $4K | Hold |
526
| – | – | ﹤0.01% | 2228 |
|
|
2020
Q2 | $4K | Buy |
526
+270
| +105% | +$1.69K | ﹤0.01% | 2114 |
|
|
2020
Q1 | $2K | Sell |
256
-10,317
| -98% | -$75.1K | ﹤0.01% | 2278 |
|
|
2019
Q4 | $89K | Sell |
10,573
-425
| -4% | -$3.65K | ﹤0.01% | 1233 |
|
|
2019
Q3 | $99K | Buy |
10,998
+425
| +4% | +$4.4K | ﹤0.01% | 1158 |
|
|
2019
Q2 | $110K | Sell |
10,573
-1,041
| -9% | -$10.9K | ﹤0.01% | 1083 |
|
|
2019
Q1 | $128K | Hold |
11,614
| – | – | ﹤0.01% | 998 |
|
|
2018
Q4 | $139K | Hold |
11,614
| – | – | ﹤0.01% | 896 |
|
|
2018
Q3 | $134K | Hold |
11,614
| – | – | ﹤0.01% | 939 |
|
|
2018
Q2 | $135K | Hold |
11,614
| – | – | ﹤0.01% | 894 |
|
|
2018
Q1 | $122K | Buy |
11,614
+10,317
| +795% | +$103K | ﹤0.01% | 890 |
|
|
2017
Q4 | $13K | Hold |
1,297
| – | – | ﹤0.01% | 1647 |
|
|
2017
Q3 | $11K | Hold |
1,297
| – | – | ﹤0.01% | 1641 |
|
|
2017
Q2 | $12K | Hold |
1,297
| – | – | ﹤0.01% | 1550 |
|
|
2017
Q1 | $11K | Hold |
1,297
| – | – | ﹤0.01% | 1522 |
|
|
2016
Q4 | $13K | Buy |
+1,297
| New | +$12.6K | ﹤0.01% | 1515 |
|
|
2016
Q3 | – | Sell |
-1,297
| Closed | -$17K | – | 1195 |
|
|
2016
Q2 | $17K | Sell |
1,297
-13
| -1% | -$155 | ﹤0.01% | 1222 |
|
|
2016
Q1 | $16K | Buy |
1,310
+634
| +94% | +$7.25K | ﹤0.01% | 1279 |
|
|
2015
Q4 | $7K | Sell |
676
-1,320
| -66% | -$17.8K | ﹤0.01% | 1248 |
|
|
2015
Q3 | $34K | Buy |
1,996
+520
| +35% | +$9.39K | ﹤0.01% | 789 |
|
|
2015
Q2 | $28K | Sell |
1,476
-32
| -2% | -$654 | ﹤0.01% | 798 |
|
|
2015
Q1 | $33K | Buy |
1,508
+32
| +2% | +$662 | ﹤0.01% | 746 |
|
|
2014
Q4 | $27K | Sell |
1,476
-17
| -1% | -$319 | ﹤0.01% | 804 |
|
|
2014
Q3 | $30K | Buy |
1,493
+89
| +6% | +$1.7K | ﹤0.01% | 714 |
|
|
2014
Q2 | $28K | Hold |
1,404
| – | – | ﹤0.01% | 699 |
|
|
2014
Q1 | $25K | Sell |
1,404
-1,230
| -47% | -$23K | ﹤0.01% | 720 |
|
|
2013
Q4 | $59K | Buy |
2,634
+1,834
| +229% | +$38.9K | ﹤0.01% | 572 |
|
|
2013
Q3 | $16K | Sell |
800
-175
| -18% | -$3.49K | ﹤0.01% | 780 |
|
|
2013
Q2 | $17K | Buy |
+975
| New | +$17.7K | ﹤0.01% | 747 |
|
Other funds holding PSO
LP
