AssetMark Inc’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
4,812
+476
| +11% | +$140K | ﹤0.01% | 851 |
|
|
2025
Q1 | $1.3M | Buy |
4,336
+360
| +9% | +$108K | ﹤0.01% | 815 |
|
|
2024
Q4 | $1.19M | Buy |
3,976
+21
| +0.5% | +$6.29K | ﹤0.01% | 814 |
|
|
2024
Q3 | $1.44M | Sell |
3,955
-296
| -7% | -$108K | ﹤0.01% | 716 |
|
|
2024
Q2 | $1.22M | Sell |
4,251
-14
| -0.3% | -$4.03K | ﹤0.01% | 725 |
|
|
2024
Q1 | $1.24M | Sell |
4,265
-56
| -1% | -$16.2K | ﹤0.01% | 681 |
|
|
2023
Q4 | $1.32M | Buy |
4,321
+419
| +11% | +$128K | ﹤0.01% | 615 |
|
|
2023
Q3 | $1.03M | Sell |
3,902
-60
| -2% | -$15.8K | ﹤0.01% | 609 |
|
|
2023
Q2 | $1.16M | Buy |
3,962
+556
| +16% | +$162K | ﹤0.01% | 579 |
|
|
2023
Q1 | $1.03M | Buy |
3,406
+536
| +19% | +$162K | ﹤0.01% | 597 |
|
|
2022
Q4 | $804K | Sell |
2,870
-104
| -3% | -$29.1K | ﹤0.01% | 624 |
|
|
2022
Q3 | $871K | Sell |
2,974
-194
| -6% | -$56.8K | ﹤0.01% | 545 |
|
|
2022
Q2 | $991K | Buy |
3,168
+492
| +18% | +$154K | ﹤0.01% | 498 |
|
|
2022
Q1 | $1.04M | Buy |
2,676
+76
| +3% | +$29.7K | ﹤0.01% | 459 |
|
|
2021
Q4 | $974K | Buy |
2,600
+319
| +14% | +$120K | ﹤0.01% | 413 |
|
|
2021
Q3 | $678K | Buy |
2,281
+35
| +2% | +$10.4K | ﹤0.01% | 429 |
|
|
2021
Q2 | $675K | Buy |
2,246
+32
| +1% | +$9.62K | ﹤0.01% | 422 |
|
|
2021
Q1 | $546K | Sell |
2,214
-145
| -6% | -$35.8K | ﹤0.01% | 433 |
|
|
2020
Q4 | $545K | Buy |
2,359
+127
| +6% | +$29.3K | ﹤0.01% | 423 |
|
|
2020
Q3 | $497K | Sell |
2,232
-62
| -3% | -$13.8K | ﹤0.01% | 406 |
|
|
2020
Q2 | $440K | Buy |
2,294
+558
| +32% | +$107K | ﹤0.01% | 398 |
|
|
2020
Q1 | $345K | Buy |
1,736
+732
| +73% | +$145K | ﹤0.01% | 412 |
|
|
2019
Q4 | $214K | Buy |
1,004
+218
| +28% | +$46.5K | ﹤0.01% | 527 |
|
|
2019
Q3 | $193K | Buy |
786
+779
| +11,129% | +$191K | ﹤0.01% | 500 |
|
|
2019
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 1179 |
|
|
2019
Q1 | $2K | Sell |
7
-45
| -87% | -$12.9K | ﹤0.01% | 1185 |
|
|
2018
Q4 | $11K | Hold |
52
| – | – | ﹤0.01% | 1003 |
|
|
2018
Q3 | $10K | Hold |
52
| – | – | ﹤0.01% | 1055 |
|
|
2018
Q2 | $12K | Hold |
52
| – | – | ﹤0.01% | 1018 |
|
|
2018
Q1 | $10K | Sell |
52
-602
| -92% | -$116K | ﹤0.01% | 1046 |
|
|
2017
Q4 | $137K | Buy |
654
+12
| +2% | +$2.51K | ﹤0.01% | 532 |
|
|
2017
Q3 | $137K | Sell |
642
-30,964
| -98% | -$6.61M | ﹤0.01% | 520 |
|
|
2017
Q2 | $6.59M | Buy |
31,606
+2,734
| +9% | +$570K | 0.08% | 170 |
|
|
2017
Q1 | $6.32M | Buy |
28,872
+3,193
| +12% | +$699K | 0.08% | 171 |
|
|
2016
Q4 | $5.74M | Sell |
25,679
-196
| -0.8% | -$43.8K | 0.08% | 167 |
|
|
2016
Q3 | $5.77M | Buy |
+25,875
| New | +$5.77M | 0.09% | 156 |
|
|
2016
Q2 | – | Sell |
-19
| Closed | -$5K | – | 1256 |
|
|
2016
Q1 | $5K | Sell |
19
-491
| -96% | -$129K | ﹤0.01% | 972 |
|
|
2015
Q4 | $127K | Buy |
+510
| New | +$127K | ﹤0.01% | 476 |
|