CAPTRUST Financial Advisors’s Pricesmart PSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.46M | Buy |
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|
2025
Q2 | $1.19M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $215K | Buy |
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|
2022
Q1 | $214K | Buy |
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|
2021
Q4 | $182K | Buy |
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|
2021
Q3 | $193K | Buy |
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|
2021
Q2 | $148K | Sell |
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|
2021
Q1 | $160K | Buy |
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|
2020
Q4 | $5K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1K | Buy |
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