Annis Gardner Whiting Capital Advisors’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 | $52.2K | Buy |
178
+14
| +9% | +$4.11K | 0.02% | 410 |
|
|
2025
Q1 | $49.1K | Buy |
164
+25
| +18% | +$7.48K | 0.02% | 351 |
|
|
2024
Q4 | $41.6K | Buy |
139
+27
| +24% | +$8.09K | 0.01% | 366 |
|
|
2024
Q3 | $40.8K | Sell |
112
-4
| -3% | -$1.46K | 0.01% | 387 |
|
|
2024
Q2 | $33.4K | Buy |
116
+45
| +63% | +$12.9K | 0.01% | 473 |
|
|
2024
Q1 | $20.6K | Buy |
71
+12
| +20% | +$3.48K | 0.01% | 545 |
|
|
2023
Q4 | $18K | Buy |
59
+7
| +13% | +$2.14K | 0.01% | 415 |
|
|
2023
Q3 | $13.7K | Buy |
+52
| New | +$13.7K | 0.01% | 435 |
|