AHC
Adell Harriman & Carpenter’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Hold |
1,229
| – | – | 0.02% | 141 |
|
|
2025
Q1 | $368K | Hold |
1,229
| – | – | 0.03% | 141 |
|
|
2024
Q4 | $368K | Hold |
1,229
| – | – | 0.03% | 136 |
|
|
2024
Q3 | $447K | Hold |
1,229
| – | – | 0.03% | 131 |
|
|
2024
Q2 | $354K | Hold |
1,229
| – | – | 0.03% | 138 |
|
|
2024
Q1 | $356K | Hold |
1,229
| – | – | 0.03% | 136 |
|
|
2023
Q4 | $375K | Buy |
1,229
+300
| +32% | +$91.5K | 0.03% | 132 |
|
|
2023
Q3 | $245K | Hold |
929
| – | – | 0.03% | 155 |
|
|
2023
Q2 | $272K | Hold |
929
| – | – | 0.03% | 151 |
|
|
2023
Q1 | $281K | Hold |
929
| – | – | 0.03% | 153 |
|
|
2022
Q4 | $260K | Sell |
929
-50
| -5% | -$14K | 0.03% | 154 |
|
|
2022
Q3 | $287K | Sell |
979
-50
| -5% | -$14.6K | 0.03% | 152 |
|
|
2022
Q2 | $322K | Sell |
1,029
-13
| -1% | -$4.07K | 0.04% | 121 |
|
|
2022
Q1 | $407K | Sell |
1,042
-303
| -23% | -$118K | 0.04% | 141 |
|
|
2021
Q4 | $504K | Buy |
1,345
+10
| +0.7% | +$3.75K | 0.05% | 133 |
|
|
2021
Q3 | $397K | Sell |
1,335
-64
| -5% | -$19K | 0.04% | 140 |
|
|
2021
Q2 | $421K | Hold |
1,399
| – | – | 0.04% | 131 |
|
|
2021
Q1 | $345K | Sell |
1,399
-50
| -3% | -$12.3K | 0.04% | 138 |
|
|
2020
Q4 | $335K | Sell |
1,449
-15
| -1% | -$3.46K | 0.04% | 130 |
|
|
2020
Q3 | $326K | Sell |
1,464
-175
| -11% | -$39K | 0.05% | 129 |
|
|
2020
Q2 | $315K | Hold |
1,639
| – | – | 0.05% | 110 |
|
|
2020
Q1 | $326K | Sell |
1,639
-25
| -2% | -$4.97K | 0.07% | 107 |
|
|
2019
Q4 | $354K | Sell |
1,664
-50
| -3% | -$10.6K | 0.06% | 118 |
|
|
2019
Q3 | $420K | Sell |
1,714
-25
| -1% | -$6.13K | 0.08% | 110 |
|
|
2019
Q2 | $414K | Hold |
1,739
| – | – | 0.08% | 107 |
|
|
2019
Q1 | $379K | Sell |
1,739
-87
| -5% | -$18.9K | 0.07% | 116 |
|
|
2018
Q4 | $370K | Sell |
1,826
-83
| -4% | -$16.8K | 0.08% | 123 |
|
|
2018
Q3 | $385K | Sell |
1,909
-50
| -3% | -$10.1K | 0.07% | 121 |
|
|
2018
Q2 | $444K | Sell |
1,959
-25
| -1% | -$5.67K | 0.09% | 120 |
|
|
2018
Q1 | $398K | Hold |
1,984
| – | – | 0.08% | 122 |
|
|
2017
Q4 | $415K | Sell |
1,984
-200
| -9% | -$41.8K | 0.09% | 111 |
|
|
2017
Q3 | $467K | Sell |
2,184
-625
| -22% | -$134K | 0.1% | 104 |
|
|
2017
Q2 | $586K | Sell |
2,809
-300
| -10% | -$62.6K | 0.13% | 100 |
|
|
2017
Q1 | $681K | Sell |
3,109
-250
| -7% | -$54.7K | 0.16% | 92 |
|
|
2016
Q4 | $751K | Sell |
3,359
-100
| -3% | -$22.4K | 0.19% | 86 |
|
|
2016
Q3 | $772K | Hold |
3,459
| – | – | 0.2% | 83 |
|
|
2016
Q2 | $884K | Sell |
3,459
-19
| -0.5% | -$4.86K | 0.23% | 79 |
|
|
2016
Q1 | $959K | Sell |
3,478
-550
| -14% | -$152K | 0.26% | 77 |
|
|
2015
Q4 | $998K | Sell |
4,028
-100
| -2% | -$24.8K | 0.27% | 76 |
|
|
2015
Q3 | $874K | Sell |
4,128
-100
| -2% | -$21.2K | 0.26% | 80 |
|
|
2015
Q2 | $780K | Hold |
4,228
| – | – | 0.2% | 95 |
|
|
2015
Q1 | $834K | Sell |
4,228
-22
| -0.5% | -$4.34K | 0.22% | 90 |
|
|
2014
Q4 | $786K | Sell |
4,250
-25
| -0.6% | -$4.62K | 0.21% | 87 |
|
|
2014
Q3 | $733K | Hold |
4,275
| – | – | 0.2% | 90 |
|
|
2014
Q2 | $733K | Sell |
4,275
-50
| -1% | -$8.57K | 0.2% | 90 |
|
|
2014
Q1 | $729K | Hold |
4,325
| – | – | 0.22% | 89 |
|
|
2013
Q4 | $651K | Sell |
4,325
-25
| -0.6% | -$3.76K | 0.2% | 85 |
|
|
2013
Q3 | $698K | Sell |
4,350
-50
| -1% | -$8.03K | 0.2% | 82 |
|
|
2013
Q2 | $675K | Buy |
+4,400
| New | +$675K | 0.24% | 79 |
|