Cerity Partners
PSMT icon

Cerity Partners’s Pricesmart PSMT Stock Holding History

Cerity Partners’s Portfolio PSMT Stock Details PSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.22M Buy
14,773
+722
+5% +$105K ﹤0.01% 1434
2025
Q4 		$1.72M Buy
14,051
+1,757
+14% +$214K ﹤0.01% 1435
2025
Q3 		$1.49M Buy
12,294
+354
+3% +$39.1K ﹤0.01% 1420
2025
Q2 		$1.25M Buy
11,940
+1,450
+14% +$146K ﹤0.01% 1422
2025
Q1 		$922K Buy
10,490
+2,341
+29% +$208K ﹤0.01% 1462
2024
Q4 		$751K Buy
8,149
+2,589
+47% +$236K ﹤0.01% 1550
2024
Q3 		$510K Buy
5,560
+644
+13% +$55.5K ﹤0.01% 1760
2024
Q2 		$399K Buy
4,916
+341
+7% +$28.1K ﹤0.01% 1657
2024
Q1 		$384K Buy
4,575
+983
+27% +$78K ﹤0.01% 1731
2023
Q4 		$272K Buy
+3,592
New +$255K ﹤0.01% 1569
2023
Q3 		– Sell
-3,468
Closed -$257K – 1646
2023
Q2 		$257K Sell
3,468
-12
-0.3% -$883 ﹤0.01% 1444
2023
Q1 		$249K Sell
3,480
-223
-6% -$15.6K ﹤0.01% 1629
2022
Q4 		$225K Buy
+3,703
New +$242K ﹤0.01% 1274

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