Bell Investment Advisors’s Pricesmart PSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2K | Buy |
164
+7
| +4% | +$735 | ﹤0.01% | 467 |
|
|
2025
Q1 | $13.8K | Hold |
157
| – | – | ﹤0.01% | 492 |
|
|
2024
Q4 | $14.5K | Buy |
157
+5
| +3% | +$461 | ﹤0.01% | 473 |
|
|
2024
Q3 | $14K | Hold |
152
| – | – | ﹤0.01% | 498 |
|
|
2024
Q2 | $12.3K | Buy |
152
+13
| +9% | +$1.06K | ﹤0.01% | 532 |
|
|
2024
Q1 | $11.7K | Hold |
139
| – | – | ﹤0.01% | 526 |
|
|
2023
Q4 | $10.5K | Sell |
139
-15
| -10% | -$1.14K | ﹤0.01% | 541 |
|
|
2023
Q3 | $11.5K | Hold |
154
| – | – | ﹤0.01% | 458 |
|
|
2023
Q2 | $11.4K | Buy |
154
+7
| +5% | +$518 | ﹤0.01% | 468 |
|
|
2023
Q1 | $10.5K | Sell |
147
-20
| -12% | -$1.43K | ﹤0.01% | 466 |
|
|
2022
Q4 | $10.2K | Buy |
167
+48
| +40% | +$2.92K | ﹤0.01% | 481 |
|
|
2022
Q3 | $7K | Buy |
119
+4
| +3% | +$235 | ﹤0.01% | 547 |
|
|
2022
Q2 | $8K | Buy |
+115
| New | +$8K | ﹤0.01% | 513 |
|
|
2021
Q4 | $7K | Sell |
94
-5
| -5% | -$372 | ﹤0.01% | 624 |
|
|
2021
Q3 | $8K | Buy |
+99
| New | +$8K | ﹤0.01% | 531 |
|