United Capital 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 | $208K | Sell |
13,912
-22
| -0.2% | -$328 | ﹤0.01% | 1029 |
|
|
2025
Q1 | $223K | Buy |
13,934
+322
| +2% | +$5.16K | ﹤0.01% | 971 |
|
|
2024
Q4 | $219K | Sell |
13,612
-346
| -2% | -$5.58K | ﹤0.01% | 983 |
|
|
2024
Q3 | $189K | Buy |
13,958
+608
| +5% | +$8.25K | ﹤0.01% | 1011 |
|
|
2024
Q2 | $167K | Sell |
13,350
-509
| -4% | -$6.35K | ﹤0.01% | 981 |
|
|
2024
Q1 | $182K | Sell |
13,859
-1,351
| -9% | -$17.8K | ﹤0.01% | 1024 |
|
|
2023
Q4 | $187K | Buy |
+15,210
| New | +$187K | ﹤0.01% | 1006 |
|