AWM
Atticus Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
1,274
+134
| +12% | +$39.3K | 0.1% | 108 |
|
|
2025
Q1 | $341K | Buy |
1,140
+324
| +40% | +$97K | 0.11% | 92 |
|
|
2024
Q4 | $244K | Buy |
816
+74
| +10% | +$22.1K | 0.08% | 105 |
|
|
2024
Q3 | $270K | Buy |
742
+124
| +20% | +$45.1K | 0.09% | 106 |
|
|
2024
Q2 | $178K | Buy |
618
+246
| +66% | +$70.8K | 0.06% | 121 |
|
|
2024
Q1 | $108K | Buy |
372
+366
| +6,100% | +$106K | 0.04% | 163 |
|
|
2023
Q4 | $1.83K | Hold |
6
| – | – | ﹤0.01% | 488 |
|
|
2023
Q3 | $1.58K | Sell |
6
-6
| -50% | -$1.58K | ﹤0.01% | 516 |
|
|
2023
Q2 | $3.5K | Hold |
12
| – | – | ﹤0.01% | 464 |
|
|
2023
Q1 | $3.63K | Hold |
12
| – | – | ﹤0.01% | 449 |
|
|
2022
Q4 | $3.36K | Buy |
+12
| New | +$3.36K | ﹤0.01% | 439 |
|