Atria Wealth Solutions’s Public Storage PSA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Sell
3,921
-766
-16% -$225K 0.03% 590
2025
Q1
$1.4M Sell
4,687
-445
-9% -$133K 0.02% 753
2024
Q4
$1.54M Sell
5,132
-89
-2% -$26.7K 0.02% 739
2024
Q3
$1.9M Sell
5,221
-183
-3% -$66.6K 0.02% 659
2024
Q2
$1.55M Sell
5,404
-966
-15% -$278K 0.02% 717
2024
Q1
$1.85M Buy
6,370
+791
+14% +$229K 0.02% 666
2023
Q4
$1.7M Buy
5,579
+1,416
+34% +$432K 0.02% 655
2023
Q3
$1.1M Sell
4,163
-824
-17% -$217K 0.02% 767
2023
Q2
$1.46M Sell
4,987
-198
-4% -$57.8K 0.02% 686
2023
Q1
$1.57M Sell
5,185
-458
-8% -$138K 0.02% 628
2022
Q4
$1.58M Sell
5,643
-103
-2% -$28.9K 0.03% 596
2022
Q3
$1.68M Buy
5,746
+2,496
+77% +$731K 0.03% 539
2022
Q2
$1.02M Buy
3,250
+3
+0.1% +$939 0.02% 672
2022
Q1
$1.27M Buy
+3,247
New +$1.27M 0.02% 630