Back to PSMT
Portside Wealth Group, LLC → PSMT
Portside Wealth Group, LLC PSMT Position History
PriceSmart, Inc.
Quarters held
6
Latest value
$412K
Q3 2026
Peak value
$489K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $168K |
| Q1 2026 | $66K |
| Q2 2026 | $153K |
| Q2 2026 | $489K |
| Q3 2026 | $167K |
| Q3 2026 | $412K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $412K | 2.4K | — | — |
| Q3 2026 | $167K | 985 | — | — |
| Q2 2026 | $489K | 2.5K | — | — |
| Q2 2026 | $153K | 781 | — | — |
| Q1 2026 | $66K | 437 | — | — |
| Q1 2026 | $168K | 1.1K | — | — |
Other funds holding PSMT
$378.1M
$366.4M
$351.3M
$291M
$245.9M
$228.9M
$227.7M
$210.7M