Sequoia Financial Advisors’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
23,837
+10,324
| +76% | +$154K | ﹤0.01% | 1163 |
|
|
2025
Q1 | $216K | Sell |
13,513
-431
| -3% | -$6.9K | ﹤0.01% | 1216 |
|
|
2024
Q4 | $225K | Buy |
13,944
+941
| +7% | +$15.2K | ﹤0.01% | 1163 |
|
|
2024
Q3 | $176K | Sell |
13,003
-978
| -7% | -$13.3K | ﹤0.01% | 1177 |
|
|
2024
Q2 | $174K | Buy |
13,981
+125
| +0.9% | +$1.56K | ﹤0.01% | 1114 |
|
|
2024
Q1 | $182K | Buy |
13,856
+497
| +4% | +$6.54K | ﹤0.01% | 1068 |
|
|
2023
Q4 | $164K | Buy |
13,359
+44
| +0.3% | +$541 | ﹤0.01% | 1121 |
|
|
2023
Q3 | $140K | Buy |
+13,315
| New | +$140K | ﹤0.01% | 891 |
|
|
2023
Q1 | – | Sell |
-12,931
| Closed | -$146K | – | 860 |
|
|
2022
Q4 | $146K | Buy |
+12,931
| New | +$146K | ﹤0.01% | 749 |
|