Adell Harriman & Carpenter’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Hold |
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|
2025
Q1 | $368K | Hold |
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|
2024
Q4 | $368K | Hold |
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|
2024
Q3 | $447K | Hold |
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|
2024
Q2 | $354K | Hold |
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|
2024
Q1 | $356K | Hold |
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|
2023
Q4 | $375K | Buy |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $272K | Hold |
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|
2023
Q1 | $281K | Hold |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $322K | Sell |
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|
2022
Q1 | $407K | Sell |
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|
2021
Q4 | $504K | Buy |
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|
2021
Q3 | $397K | Sell |
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|
2021
Q2 | $421K | Hold |
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|
2021
Q1 | $345K | Sell |
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|
2020
Q4 | $335K | Sell |
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|
2020
Q3 | $326K | Sell |
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|
2020
Q2 | $315K | Hold |
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|
2020
Q1 | $326K | Sell |
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|
2019
Q4 | $354K | Sell |
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|
2019
Q3 | $420K | Sell |
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|
2019
Q2 | $414K | Hold |
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|
2019
Q1 | $379K | Sell |
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|
2018
Q4 | $370K | Sell |
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|
2018
Q3 | $385K | Sell |
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|
2018
Q2 | $444K | Sell |
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|
2018
Q1 | $398K | Hold |
|
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|
2017
Q4 | $415K | Sell |
|
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|
2017
Q3 | $467K | Sell |
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|
2017
Q2 | $586K | Sell |
|
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|
2017
Q1 | $681K | Sell |
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|
2016
Q4 | $751K | Sell |
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|
2016
Q3 | $772K | Hold |
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|
2016
Q2 | $884K | Sell |
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|
2016
Q1 | $959K | Sell |
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|
2015
Q4 | $998K | Sell |
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|
2015
Q3 | $874K | Sell |
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|
2015
Q2 | $780K | Hold |
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|
2015
Q1 | $834K | Sell |
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|
2014
Q4 | $786K | Sell |
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|
2014
Q3 | $733K | Hold |
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|
2014
Q2 | $733K | Sell |
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|
2014
Q1 | $729K | Hold |
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|
2013
Q4 | $651K | Sell |
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|
2013
Q3 | $698K | Sell |
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|
2013
Q2 | $675K | Buy |
|