AWM
Adams Wealth Management’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $855K | Buy |
5,756
+175
| +3% | +$26K | 0.17% | 76 |
|
|
2024
Q4 | $834K | Buy |
5,581
+936
| +20% | +$140K | 0.16% | 71 |
|
|
2024
Q3 | $837K | Sell |
4,645
-492
| -10% | -$88.7K | 0.18% | 67 |
|
|
2024
Q2 | $798K | Sell |
5,137
-1,245
| -20% | -$194K | 0.18% | 61 |
|
|
2024
Q1 | $938K | Sell |
6,382
-122
| -2% | -$17.9K | 0.23% | 63 |
|
|
2023
Q4 | $1.04M | Sell |
6,504
-575
| -8% | -$92.2K | 0.31% | 54 |
|
|
2023
Q3 | $861K | Buy |
7,079
+625
| +10% | +$76K | 0.29% | 58 |
|
|
2023
Q2 | $961K | Buy |
6,454
+236
| +4% | +$35.1K | 0.3% | 59 |
|
|
2023
Q1 | $1.01M | Buy |
6,218
+706
| +13% | +$115K | 0.33% | 57 |
|
|
2022
Q4 | $811K | Buy |
5,512
+634
| +13% | +$93.3K | 0.29% | 49 |
|
|
2022
Q3 | $842K | Sell |
4,878
-196
| -4% | -$33.8K | 0.32% | 32 |
|
|
2022
Q2 | $863K | Sell |
5,074
-71
| -1% | -$12.1K | 0.33% | 25 |
|
|
2022
Q1 | $1.06M | Sell |
5,145
-245
| -5% | -$50.4K | 0.35% | 21 |
|
|
2021
Q4 | $1.22M | Sell |
5,390
-623
| -10% | -$141K | 0.36% | 18 |
|
|
2021
Q3 | $1.01M | Sell |
6,013
-1,032
| -15% | -$173K | 0.38% | 19 |
|
|
2021
Q2 | $1.15M | Sell |
7,045
-505
| -7% | -$82.7K | 0.49% | 19 |
|
|
2021
Q1 | $1M | Sell |
7,550
-184
| -2% | -$24.4K | 0.46% | 23 |
|
|
2020
Q4 | $896K | Sell |
7,734
-536
| -6% | -$62.1K | 0.56% | 24 |
|
|
2020
Q3 | $885K | Sell |
8,270
-518
| -6% | -$55.4K | 0.69% | 19 |
|
|
2020
Q2 | $812K | Sell |
8,788
-1,672
| -16% | -$154K | 0.83% | 19 |
|
|
2020
Q1 | $1M | Sell |
10,460
-1,705
| -14% | -$163K | 1.26% | 14 |
|
|
2019
Q4 | $1.29M | Buy |
+12,165
| New | +$1.29M | 1.08% | 25 |
|