JFS Wealth Advisors’s Pricesmart PSMT Stock Holding History

JFS Wealth Advisors’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 Q2	$8.01K	Buy	41 +5	+14%	+$834	﹤0.01%	1103
2026 Q1	$5.42K	Buy	36 +3	+9%	+$438	﹤0.01%	1168
2025 Q4	$4.05K	Buy	33 +9	+38%	+$1.1K	﹤0.01%	1320
2025 Q3	$2.91K	Sell	24 -5	-17%	-$553	﹤0.01%	1325
2025 Q2	$3.05K	Buy	29 +5	+21%	+$504	﹤0.01%	1265
2025 Q1	$2.11K	Hold	24	–	–	﹤0.01%	1448
2024 Q4	$2.21K	Hold	24	–	–	﹤0.01%	1435
2024 Q3	$2.2K	Buy	24 +1	+4%	+$86	﹤0.01%	1444
2024 Q2	$1.87K	Hold	23	–	–	﹤0.01%	1457
2024 Q1	$1.93K	Buy	23 +2	+10%	+$159	﹤0.01%	1454
2023 Q4	$1.59K	Sell	21 -2	-9%	-$142	﹤0.01%	1522
2023 Q3	$1.71K	Hold	23	–	–	﹤0.01%	1422
2023 Q2	$1.7K	Buy	23 +1	+5%	+$74	﹤0.01%	1440
2023 Q1	$1.57K	Buy	22 +4	+22%	+$280	﹤0.01%	1451
2022 Q4	$1.09K	Buy	18 +16	+800%	+$1.04K	﹤0.01%	1574
2022 Q3	$0	Sell	2 -21	-91%	-$1.36K	﹤0.01%	1885
2022 Q2	$2K	Buy	23 +6	+35%	+$465	﹤0.01%	1372
2022 Q1	$1K	Buy	17 +9	+113%	+$664	﹤0.01%	1711
2021 Q4	$1K	Buy	+8	New	+$601	﹤0.01%	1519

Other funds holding PSMT

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return