AWM
Allen Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
6,419
+50
| +0.8% | +$14.7K | 1.32% | 16 |
|
|
2025
Q1 | $1.91M | Buy |
6,369
+201
| +3% | +$60.2K | 1.31% | 17 |
|
|
2024
Q4 | $1.85M | Buy |
6,168
+451
| +8% | +$135K | 1.32% | 14 |
|
|
2024
Q3 | $2.08M | Buy |
5,717
+295
| +5% | +$107K | 1.44% | 12 |
|
|
2024
Q2 | $1.56M | Buy |
5,422
+301
| +6% | +$86.6K | 1.39% | 17 |
|
|
2024
Q1 | $1.49M | Buy |
5,121
+229
| +5% | +$66.4K | 1.31% | 17 |
|
|
2023
Q4 | $1.49M | Buy |
+4,892
| New | +$1.49M | 1.46% | 18 |
|