Atria Wealth Solutions’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 Q2	$1.15M	Sell	3,921 -766	-16%	-$227K	0.03%	591
2025 Q1	$1.4M	Sell	4,687 -445	-9%	-$133K	0.02%	759
2024 Q4	$1.54M	Sell	5,132 -89	-2%	-$29.5K	0.02%	742
2024 Q3	$1.9M	Sell	5,221 -183	-3%	-$59.4K	0.02%	662
2024 Q2	$1.55M	Sell	5,404 -966	-15%	-$266K	0.02%	721
2024 Q1	$1.85M	Buy	6,370 +791	+14%	+$227K	0.02%	668
2023 Q4	$1.7M	Buy	5,579 +1,416	+34%	+$376K	0.02%	660
2023 Q3	$1.1M	Sell	4,163 -824	-17%	-$231K	0.02%	770
2023 Q2	$1.46M	Sell	4,987 -198	-4%	-$57.7K	0.02%	689
2023 Q1	$1.57M	Sell	5,185 -458	-8%	-$135K	0.02%	629
2022 Q4	$1.58M	Sell	5,643 -103	-2%	-$30K	0.03%	597
2022 Q3	$1.68M	Buy	5,746 +2,496	+77%	+$812K	0.03%	542
2022 Q2	$1.02M	Buy	3,250 +3	+0.1%	+$1.04K	0.02%	690
2022 Q1	$1.27M	Buy	+3,247	New	+$1.18M	0.02%	630