Creative Planning’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 | $2.64M | Buy |
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|
2025
Q2 | $1.28M | Buy |
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|
2025
Q1 | $826K | Buy |
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|
2024
Q4 | $773K | Buy |
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|
2024
Q3 | $709K | Buy |
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|
2024
Q2 | $608K | Sell |
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|
2024
Q1 | $692K | Buy |
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|
2023
Q4 | $439K | Buy |
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|
2023
Q3 | $307K | Sell |
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|
2023
Q2 | $313K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $60K | Sell |
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|
2017
Q1 | $168K | Buy |
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|
2016
Q4 | $57K | Hold |
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|
2016
Q3 | $57K | Buy |
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|
2016
Q2 | $27K | Hold |
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|
2016
Q1 | $24K | Sell |
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|
2015
Q4 | $32K | Sell |
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|
2015
Q3 | $59K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $33K | Hold |
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|
2014
Q4 | $35K | Buy |
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|
2014
Q3 | $24K | Sell |
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|
2014
Q2 | $51K | Buy |
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|
2014
Q1 | $46K | Hold |
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|
2013
Q4 | $52K | Buy |
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|
2013
Q3 | $28K | Buy |
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|
2013
Q2 | $18K | Buy |
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