Back to PSMT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PSMT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PSMT Position History
PriceSmart, Inc.
Quarters held
5
Latest value
$536K
Q3 2026
Peak value
$636K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $607K |
| Q4 2025 | $636K |
| Q1 2026 | $456K |
| Q2 2026 | $619K |
| Q3 2026 | $536K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $536K | 3.2K | — | — |
| Q2 2026 | $619K | 3.2K | — | — |
| Q1 2026 | $456K | 3.0K | — | — |
| Q4 2025 | $636K | 5.0K | — | — |
| Q3 2025 | $607K | 5.0K | — | — |
Other funds holding PSMT
$378.1M
$366.4M
$351.3M
$291M
$245.9M
$228.9M
$227.7M
$210.7M