Allen Wealth Management’s Public Storage PSA Stock Holding History

Allen Wealth Management’s Portfolio PSA Stock Details PSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.88M	Buy
2025 Q1	$1.91M	Buy
2024 Q4	$1.85M	Buy
2024 Q3	$2.08M	Buy
2024 Q2	$1.56M	Buy
2024 Q1	$1.49M	Buy
2023 Q4	$1.49M	Buy