Orion Portfolio Solutions’s Pearson PSO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$762K Sell
47,612
-9,377
-16% -$150K 0.01% 1213
2024
Q4
$919K Buy
56,989
+9,394
+20% +$151K 0.01% 1100
2024
Q3
$646K Buy
47,595
+16,049
+51% +$218K 0.01% 1234
2024
Q2
$394K Sell
31,546
-3,291
-9% -$41.1K ﹤0.01% 1359
2024
Q1
$458K Buy
34,837
+1,671
+5% +$22K ﹤0.01% 1296
2023
Q4
$415K Sell
33,166
-2,200
-6% -$27.5K ﹤0.01% 1283
2023
Q3
$373K Sell
35,366
-1,442
-4% -$15.2K ﹤0.01% 1305
2023
Q2
$386K Buy
36,808
+870
+2% +$9.12K ﹤0.01% 1309
2023
Q1
$376K Buy
+35,938
New +$376K ﹤0.01% 1263
2020
Q2
Sell
-6
Closed 2408
2020
Q1
$0 Sell
6
-157
-96% ﹤0.01% 2218
2019
Q4
$1K Buy
+163
New +$1K ﹤0.01% 1713