AE Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
1,630
+73
| +5% | +$21.4K | ﹤0.01% | 936 |
|
|
2025
Q1 | $466K | Sell |
1,557
-859
| -36% | -$257K | ﹤0.01% | 941 |
|
|
2024
Q4 | $723K | Sell |
2,416
-689
| -22% | -$206K | 0.01% | 789 |
|
|
2024
Q3 | $1.13M | Buy |
3,105
+40
| +1% | +$14.6K | 0.01% | 667 |
|
|
2024
Q2 | $882K | Buy |
3,065
+675
| +28% | +$194K | 0.01% | 732 |
|
|
2024
Q1 | $693K | Sell |
2,390
-13,220
| -85% | -$3.84M | 0.01% | 746 |
|
|
2023
Q4 | $4.53M | Sell |
15,610
-672
| -4% | -$195K | 0.02% | 631 |
|
|
2023
Q3 | $4.29M | Buy |
16,282
+93
| +0.6% | +$24.5K | 0.03% | 589 |
|
|
2023
Q2 | $4.73M | Buy |
16,189
+4,858
| +43% | +$1.42M | 0.03% | 550 |
|
|
2023
Q1 | $3.42M | Buy |
11,331
+872
| +8% | +$263K | 0.02% | 616 |
|
|
2022
Q4 | $2.93M | Buy |
10,459
+911
| +10% | +$255K | 0.02% | 621 |
|
|
2022
Q3 | $2.8M | Buy |
9,548
+1,613
| +20% | +$472K | 0.02% | 593 |
|
|
2022
Q2 | $2.48M | Buy |
7,935
+971
| +14% | +$304K | 0.02% | 598 |
|
|
2022
Q1 | $2.72M | Sell |
6,964
-49
| -0.7% | -$19.1K | 0.02% | 617 |
|
|
2021
Q4 | $2.63M | Buy |
7,013
+644
| +10% | +$241K | 0.02% | 616 |
|
|
2021
Q3 | $1.89M | Sell |
6,369
-5,532
| -46% | -$1.64M | 0.02% | 667 |
|
|
2021
Q2 | $3.58M | Buy |
11,901
+1,030
| +9% | +$310K | 0.03% | 464 |
|
|
2021
Q1 | $2.68M | Sell |
10,871
-706
| -6% | -$174K | 0.03% | 490 |
|
|
2020
Q4 | $2.67M | Buy |
11,577
+91
| +0.8% | +$21K | 0.03% | 410 |
|
|
2020
Q3 | $2.56M | Buy |
11,486
+3
| +0% | +$668 | 0.04% | 367 |
|
|
2020
Q2 | $2.2M | Buy |
11,483
+659
| +6% | +$126K | 0.03% | 380 |
|
|
2020
Q1 | $2.15M | Buy |
10,824
+688
| +7% | +$137K | 0.05% | 293 |
|
|
2019
Q4 | $2.16M | Buy |
10,136
+1,890
| +23% | +$403K | 0.05% | 326 |
|
|
2019
Q3 | $2.02M | Sell |
8,246
-393
| -5% | -$96.4K | 0.06% | 271 |
|
|
2019
Q2 | $2.06M | Buy |
8,639
+5,209
| +152% | +$1.24M | 0.06% | 238 |
|
|
2019
Q1 | $747K | Buy |
3,430
+1,128
| +49% | +$246K | 0.05% | 261 |
|
|
2018
Q4 | $466K | Sell |
2,302
-3,753
| -62% | -$760K | 0.08% | 258 |
|
|
2018
Q3 | $1.22M | Buy |
6,055
+3,396
| +128% | +$685K | 0.07% | 187 |
|
|
2018
Q2 | $603K | Buy |
2,659
+60
| +2% | +$13.6K | 0.04% | 237 |
|
|
2018
Q1 | $521K | Buy |
2,599
+787
| +43% | +$158K | 0.04% | 245 |
|
|
2017
Q4 | $379K | Buy |
1,812
+278
| +18% | +$58.1K | 0.03% | 273 |
|
|
2017
Q3 | $328K | Buy |
1,534
+345
| +29% | +$73.8K | 0.03% | 291 |
|
|
2017
Q2 | $248K | Buy |
+1,189
| New | +$248K | 0.03% | 324 |
|