Avantax Advisory Services’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Buy |
12,778
+1,506
| +13% | +$442K | 0.02% | 549 |
|
|
2025
Q1 | $3.37M | Buy |
11,272
+1,305
| +13% | +$391K | 0.02% | 541 |
|
|
2024
Q4 | $2.98M | Sell |
9,967
-1,415
| -12% | -$424K | 0.02% | 560 |
|
|
2024
Q3 | $4.14M | Buy |
11,382
+850
| +8% | +$309K | 0.03% | 440 |
|
|
2024
Q2 | $3.03M | Buy |
10,532
+3,711
| +54% | +$1.07M | 0.02% | 524 |
|
|
2024
Q1 | $1.98M | Buy |
6,821
+1,573
| +30% | +$456K | 0.02% | 540 |
|
|
2023
Q4 | $1.6M | Buy |
5,248
+710
| +16% | +$217K | 0.02% | 574 |
|
|
2023
Q3 | $1.2M | Sell |
4,538
-1,027
| -18% | -$271K | 0.01% | 615 |
|
|
2023
Q2 | $1.62M | Buy |
5,565
+1,275
| +30% | +$372K | 0.02% | 521 |
|
|
2023
Q1 | $1.3M | Buy |
4,290
+318
| +8% | +$96.1K | 0.02% | 577 |
|
|
2022
Q4 | $1.11M | Buy |
3,972
+2,738
| +222% | +$767K | 0.01% | 605 |
|
|
2022
Q3 | $361K | Sell |
1,234
-46
| -4% | -$13.5K | 0.01% | 915 |
|
|
2022
Q2 | $400K | Buy |
1,280
+410
| +47% | +$128K | 0.01% | 879 |
|
|
2022
Q1 | $340K | Sell |
870
-97
| -10% | -$37.9K | ﹤0.01% | 948 |
|
|
2021
Q4 | $362K | Buy |
967
+164
| +20% | +$61.4K | 0.01% | 892 |
|
|
2021
Q3 | $240K | Sell |
803
-713
| -47% | -$213K | ﹤0.01% | 1022 |
|
|
2021
Q2 | $457K | Sell |
1,516
-11
| -0.7% | -$3.32K | 0.01% | 734 |
|
|
2021
Q1 | $376K | Buy |
1,527
+124
| +9% | +$30.5K | 0.01% | 713 |
|
|
2020
Q4 | $325K | Sell |
1,403
-1,373
| -49% | -$318K | 0.01% | 692 |
|
|
2020
Q3 | $620K | Buy |
2,776
+1,525
| +122% | +$341K | 0.01% | 725 |
|
|
2020
Q2 | $242K | Sell |
1,251
-40
| -3% | -$7.74K | 0.01% | 718 |
|
|
2020
Q1 | $257K | Sell |
1,291
-236
| -15% | -$47K | 0.01% | 638 |
|
|
2019
Q4 | $323K | Buy |
+1,527
| New | +$323K | 0.01% | 607 |
|