Back to PSMT
Koa Wealth Management, LLC → PSMT
Koa Wealth Management, LLC PSMT Position History
PriceSmart, Inc.
Quarters held
4
Latest value
$1.2M
Q3 2026
Peak value
$1.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $936K |
| Q1 2026 | $1.1M |
| Q2 2026 | $1.4M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 7.1K | — | — |
| Q2 2026 | $1.4M | 7.3K | — | — |
| Q1 2026 | $1.1M | 7.4K | — | — |
| Q4 2025 | $936K | 7.6K | — | — |
Other funds holding PSMT
$378.1M
$366.4M
$351.3M
$291M
$245.9M
$228.9M
$227.7M
$210.7M