Pathstone Holdings’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
128,574
-14,314
| -10% | -$214K | 0.01% | 1020 |
|
|
2025
Q1 | $2.29M | Buy |
142,888
+2,639
| +2% | +$42.3K | 0.01% | 902 |
|
|
2024
Q4 | $2.26M | Buy |
140,249
+3,508
| +3% | +$56.5K | 0.01% | 906 |
|
|
2024
Q3 | $1.86M | Buy |
136,741
+11,995
| +10% | +$163K | 0.01% | 1016 |
|
|
2024
Q2 | $1.56M | Buy |
124,746
+34,392
| +38% | +$429K | 0.01% | 1047 |
|
|
2024
Q1 | $1.19M | Buy |
90,354
+34,527
| +62% | +$455K | 0.01% | 1174 |
|
|
2023
Q4 | $686K | Buy |
+55,827
| New | +$686K | ﹤0.01% | 1304 |
|