Sequoia Financial Advisors’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	$519K	Buy	39,533 +12,526	+46%	+$163K	﹤0.01%	1256
2025 Q4	$379K	Sell	27,007 -11,770	-30%	-$163K	﹤0.01%	1429
2025 Q3	$549K	Buy	38,777 +14,940	+63%	+$215K	﹤0.01%	1090
2025 Q2	$356K	Buy	23,837 +10,324	+76%	+$161K	﹤0.01%	1174
2025 Q1	$216K	Sell	13,513 -431	-3%	-$7.08K	﹤0.01%	1225
2024 Q4	$225K	Buy	13,944 +941	+7%	+$14K	﹤0.01%	1170
2024 Q3	$176K	Sell	13,003 -978	-7%	-$13.1K	﹤0.01%	1180
2024 Q2	$174K	Buy	13,981 +125	+0.9%	+$1.54K	﹤0.01%	1119
2024 Q1	$182K	Buy	13,856 +497	+4%	+$6.17K	﹤0.01%	1073
2023 Q4	$164K	Buy	13,359 +44	+0.3%	+$512	﹤0.01%	1124
2023 Q3	$140K	Buy	+13,315	New	+$143K	﹤0.01%	894
2023 Q1	–	Sell	-12,931	Closed	-$146K	–	865
2022 Q4	$146K	Buy	+12,931	New	+$142K	﹤0.01%	750