TD Private Client Wealth’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 | $7.31K | Buy |
557
+449
| +416% | +$5.83K | ﹤0.01% | 1141 |
|
|
2025
Q4 | $1.52K | Buy |
108
+59
| +120% | +$816 | ﹤0.01% | 1309 |
|
|
2025
Q3 | $694 | Sell |
49
-3,443
| -99% | -$49.5K | ﹤0.01% | 1396 |
|
|
2025
Q2 | $52.1K | Buy |
3,492
+1,859
| +114% | +$28.9K | ﹤0.01% | 834 |
|
|
2025
Q1 | $26.1K | Buy |
1,633
+1,547
| +1,799% | +$25.4K | ﹤0.01% | 905 |
|
|
2024
Q4 | $1.39K | Hold |
86
| – | – | ﹤0.01% | 1226 |
|
|
2024
Q3 | $1.17K | Hold |
86
| – | – | ﹤0.01% | 1227 |
|
|
2024
Q2 | $1.07K | Hold |
86
| – | – | ﹤0.01% | 1167 |
|
|
2024
Q1 | $1.13K | Hold |
86
| – | – | ﹤0.01% | 1170 |
|
|
2023
Q4 | $1.06K | Hold |
86
| – | – | ﹤0.01% | 1181 |
|
|
2023
Q3 | $906 | Sell |
86
-272
| -76% | -$2.91K | ﹤0.01% | 1187 |
|
|
2023
Q2 | $3.75K | Hold |
358
| – | – | ﹤0.01% | 1143 |
|
|
2023
Q1 | $3.74K | Sell |
358
-1,734
| -83% | -$18.8K | ﹤0.01% | 1121 |
|
|
2022
Q4 | $23.6K | Sell |
2,092
-1,491
| -42% | -$16.4K | ﹤0.01% | 893 |
|
|
2022
Q3 | $34.2K | Buy |
3,583
+11
| +0.3% | +$109 | ﹤0.01% | 808 |
|
|
2022
Q2 | $32.9K | Hold |
3,572
| – | – | ﹤0.01% | 818 |
|
|
2022
Q1 | $35.6K | Hold |
3,572
| – | – | ﹤0.01% | 840 |
|
|
2021
Q4 | $30K | Buy |
3,572
+3,486
| +4,053% | +$29.9K | ﹤0.01% | 815 |
|
|
2021
Q3 | $832 | Hold |
86
| – | – | ﹤0.01% | 1123 |
|
|
2021
Q2 | $998 | Hold |
86
| – | – | ﹤0.01% | 1110 |
|
|
2021
Q1 | $919 | Hold |
86
| – | – | ﹤0.01% | 1080 |
|
|
2020
Q4 | $789 | Sell |
86
-8
| -9% | -$64 | ﹤0.01% | 1039 |
|
|
2020
Q3 | $668 | Sell |
94
-51
| -35% | -$368 | ﹤0.01% | 1001 |
|
|
2020
Q2 | $1.05K | Sell |
145
-34
| -19% | -$212 | ﹤0.01% | 952 |
|
|
2020
Q1 | $1.23K | Buy |
+179
| New | +$1.3K | ﹤0.01% | 918 |
|
Other funds holding PSO
LP
