Asset Planning Services Inc’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-19,538
| Closed | -$5.64M | – | 36 |
|
|
2025
Q3 | $5.64M | Sell |
19,538
-30
| -0.2% | -$8.61K | 2.38% | 20 |
|
|
2025
Q2 | $5.74M | Buy |
19,568
+220
| +1% | +$65.1K | 2.64% | 19 |
|
|
2025
Q1 | $5.79M | Buy |
19,348
+360
| +2% | +$108K | 2.94% | 19 |
|
|
2024
Q4 | $5.69M | Buy |
18,988
+590
| +3% | +$196K | 2.77% | 17 |
|
|
2024
Q3 | $6.69M | Buy |
18,398
+420
| +2% | +$136K | 3.31% | 12 |
|
|
2024
Q2 | $5.17M | Buy |
17,978
+630
| +4% | +$174K | 2.73% | 17 |
|
|
2024
Q1 | $5.03M | Sell |
17,348
-620
| -3% | -$178K | 2.81% | 18 |
|
|
2023
Q4 | $5.48M | Sell |
17,968
-50
| -0.3% | -$13.3K | 3.33% | 13 |
|
|
2023
Q3 | $4.75M | Sell |
18,018
-209
| -1% | -$58.6K | 3.12% | 19 |
|
|
2023
Q2 | $5.32M | Sell |
18,227
-215
| -1% | -$62.7K | 3.27% | 14 |
|
|
2023
Q1 | $5.57M | Sell |
18,442
-435
| -2% | -$128K | 3.53% | 14 |
|
|
2022
Q4 | $5.29M | Sell |
18,877
-30
| -0.2% | -$8.75K | 3.35% | 15 |
|
|
2022
Q3 | $5.54M | Sell |
18,907
-25
| -0.1% | -$8.13K | 3.89% | 7 |
|
|
2022
Q2 | $5.92M | Buy |
18,932
+60
| +0.3% | +$20.8K | 3.88% | 9 |
|
|
2022
Q1 | $7.37M | Buy |
18,872
+100
| +0.5% | +$36.3K | 4.22% | 4 |
|
|
2021
Q4 | $7.03M | Hold |
18,772
| – | – | 3.79% | 8 |
|
|
2021
Q3 | $5.58M | Sell |
18,772
-325
| -2% | -$102K | 3.29% | 12 |
|
|
2021
Q2 | $5.74M | Buy |
19,097
+170
| +0.9% | +$47.7K | 3.32% | 14 |
|
|
2021
Q1 | $4.67M | Sell |
18,927
-325
| -2% | -$75.7K | 2.82% | 17 |
|
|
2020
Q4 | $4.45M | Sell |
19,252
-425
| -2% | -$97.4K | 2.85% | 20 |
|
|
2020
Q3 | $4.38M | Sell |
19,677
-375
| -2% | -$76.6K | 3% | 19 |
|
|
2020
Q2 | $3.85M | Buy |
20,052
+70
| +0.4% | +$13.5K | 2.78% | 21 |
|
|
2020
Q1 | $3.97M | Buy |
19,982
+465
| +2% | +$99.6K | 3.28% | 17 |
|
|
2019
Q4 | $4.16M | Buy |
19,517
+75
| +0.4% | +$16.6K | 2.65% | 26 |
|
|
2019
Q3 | $4.77M | Sell |
19,442
-165
| -0.8% | -$41.4K | 3.09% | 18 |
|
|
2019
Q2 | $4.67M | Buy |
19,607
+685
| +4% | +$157K | 3.04% | 15 |
|
|
2019
Q1 | $4.12M | Buy |
18,922
+50
| +0.3% | +$10.5K | 2.82% | 16 |
|
|
2018
Q4 | $3.82M | Buy |
18,872
+358
| +2% | +$73.1K | 2.9% | 17 |
|
|
2018
Q3 | $3.73M | Buy |
18,514
+225
| +1% | +$48.6K | 2.56% | 24 |
|
|
2018
Q2 | $4.15M | Buy |
18,289
+320
| +2% | +$66.6K | 2.98% | 20 |
|
|
2018
Q1 | $3.6M | Sell |
17,969
-400
| -2% | -$77.9K | 2.66% | 26 |
|
|
2017
Q4 | $3.84M | Buy |
18,369
+185
| +1% | +$39.1K | 2.7% | 26 |
|
|
2017
Q3 | $3.89M | Buy |
18,184
+1,290
| +8% | +$267K | 3.15% | 21 |
|
|
2017
Q2 | $3.52M | Buy |
16,894
+225
| +1% | +$48.4K | 2.96% | 23 |
|
|
2017
Q1 | $3.65M | Buy |
+16,669
| New | +$3.69M | 3.1% | 22 |
|
Other funds holding PSA
Asset Planning Services Inc's PSA Position: Q4 2025 in Review
Asset Planning Services Inc sold out of Public Storage (PSA) in Q4 2025, closing a stake of 19,538 shares — an estimated $5.64M sold.
Asset Planning Services Inc first reported a position in PSA in Q1 2017 and held it in 35 quarters. The position peaked at $7.37M in Q1 2022. 1,106 funds tracked by Wall St. Rank hold PSA as of Q4 2025.
- Asset Planning Services Inc reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
- Asset Planning Services Inc sold 19,538 Public Storage shares in Q4 2025, an estimated $5.64M.
- Asset Planning Services Inc first reported a position in Public Storage in Q1 2017 and held it in 35 quarters.
- Asset Planning Services Inc's Public Storage position peaked at $7.37M in Q1 2022.
- 1,106 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.
Based on Asset Planning Services Inc's 13F filing for Q4 2025, filed 16 Jan 2026.