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 |
|