IFP Advisors’s Pricesmart PSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.57K | Sell |
37
-8
| -18% | -$1.17K | ﹤0.01% | 3453 |
|
|
2025
Q4 | $5.52K | Hold |
45
| – | – | ﹤0.01% | 3365 |
|
|
2025
Q3 | $5.45K | Buy |
45
+1
| +2% | +$111 | ﹤0.01% | 3206 |
|
|
2025
Q2 | $5.46K | Buy |
44
+33
| +300% | +$3.33K | ﹤0.01% | 3316 |
|
|
2025
Q1 | $966 | Buy |
11
+7
| +175% | +$623 | ﹤0.01% | 3343 |
|
|
2024
Q4 | $369 | Buy |
+4
| New | +$365 | ﹤0.01% | 3499 |
|
|
2023
Q4 | – | Sell |
-35
| Closed | -$2.48K | – | 3006 |
|
|
2023
Q3 | $2.63K | Hold |
35
| – | – | ﹤0.01% | 2751 |
|
|
2023
Q2 | $2.6K | Hold |
35
| – | – | ﹤0.01% | 2789 |
|
|
2023
Q1 | $2.97K | Hold |
35
| – | – | ﹤0.01% | 2767 |
|
|
2022
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 4044 |
|
|
2022
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 4250 |
|
|
2022
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 4013 |
|
|
2022
Q1 | $3K | Buy |
35
+1
| +3% | +$74 | ﹤0.01% | 4013 |
|
|
2021
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 2683 |
|
|
2021
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 2742 |
|
|
2021
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 2648 |
|
|
2021
Q1 | $3K | Sell |
34
-653
| -95% | -$63.5K | ﹤0.01% | 2583 |
|
|
2020
Q4 | $63K | Sell |
687
-6
| -0.9% | -$471 | ﹤0.01% | 1341 |
|
|
2020
Q3 | $46K | Sell |
693
-18
| -3% | -$1.19K | ﹤0.01% | 1321 |
|
|
2020
Q2 | $43K | Hold |
711
| – | – | ﹤0.01% | 1286 |
|
|
2020
Q1 | $38K | Hold |
711
| – | – | ﹤0.01% | 1242 |
|
|
2019
Q4 | $51K | Sell |
711
-14
| -2% | -$1.01K | ﹤0.01% | 1245 |
|
|
2019
Q3 | $54K | Buy |
+725
| New | +$43.9K | ﹤0.01% | 1337 |
|
|
2019
Q1 | – | Sell |
-717
| Closed | -$42K | – | 3165 |
|
|
2018
Q4 | $42K | Sell |
717
-5
| -0.7% | -$344 | ﹤0.01% | 1705 |
|
|
2018
Q3 | $58K | Hold |
722
| – | – | ﹤0.01% | 1816 |
|
|
2018
Q2 | $65K | Sell |
722
-158
| -18% | -$13.7K | ﹤0.01% | 1753 |
|
|
2018
Q1 | $76K | Hold |
880
| – | – | ﹤0.01% | 1548 |
|
|
2017
Q4 | $76K | Sell |
880
-5
| -0.6% | -$427 | ﹤0.01% | 1560 |
|
|
2017
Q3 | $79K | Sell |
885
-128
| -13% | -$10.7K | ﹤0.01% | 1692 |
|
|
2017
Q2 | $89K | Buy |
1,013
+40
| +4% | +$3.52K | ﹤0.01% | 1594 |
|
|
2017
Q1 | $90K | Sell |
973
-52
| -5% | -$4.56K | ﹤0.01% | 1552 |
|
|
2016
Q4 | $86K | Sell |
1,025
-24
| -2% | -$2.11K | ﹤0.01% | 1546 |
|
|
2016
Q3 | $88K | Sell |
1,049
-29
| -3% | -$2.39K | ﹤0.01% | 1450 |
|
|
2016
Q2 | $101K | Buy |
+1,078
| New | +$93.7K | 0.01% | 1334 |
|
|
2016
Q1 | – | Sell |
-1,219
| Closed | -$101K | – | 3178 |
|
|
2015
Q4 | $101K | Buy |
+1,219
| New | +$106K | 0.01% | 1175 |
|
Other funds holding PSMT
VPM
BCIM
VCM
IFP Advisors's PSMT Position: Q1 2026 in Review
IFP Advisors reduced its Pricesmart (PSMT) stake by 18% in Q1 2026, selling an estimated $1.17K and leaving 37 shares worth $5.57K. The position accounts for ﹤0.01% of the portfolio, ranked #3453.
IFP Advisors first reported a position in PSMT in Q4 2015 and has held it in 35 quarters since. The position peaked at $101K in Q2 2016. 360 funds tracked by Wall St. Rank hold PSMT as of Q1 2026.
- IFP Advisors held 37 shares of Pricesmart worth $5.57K as of Q1 2026.
- IFP Advisors sold 8 Pricesmart shares in Q1 2026, an estimated $1.17K.
- Pricesmart made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3453 holding.
- IFP Advisors first reported a position in Pricesmart in Q4 2015 and has held it in 35 quarters since.
- IFP Advisors's Pricesmart position peaked at $101K in Q2 2016.
- 360 funds tracked by Wall St. Rank held Pricesmart as of Q1 2026.
Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.