Avidian Wealth Enterprises’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 | $824K | Buy |
2,808
+3
| +0.1% | +$880 | 0.03% | 234 |
|
|
2025
Q1 | $839K | Sell |
2,805
-594
| -17% | -$178K | 0.04% | 221 |
|
|
2024
Q4 | $1.02M | Buy |
3,399
+221
| +7% | +$66.2K | 0.05% | 185 |
|
|
2024
Q3 | $1.16M | Buy |
3,178
+81
| +3% | +$29.5K | 0.05% | 164 |
|
|
2024
Q2 | $891K | Buy |
3,097
+307
| +11% | +$88.3K | 0.04% | 190 |
|
|
2024
Q1 | $809K | Buy |
2,790
+251
| +10% | +$72.8K | 0.04% | 188 |
|
|
2023
Q4 | $774K | Buy |
2,539
+1,284
| +102% | +$392K | 0.05% | 190 |
|
|
2023
Q3 | $331K | Buy |
1,255
+112
| +10% | +$29.5K | 0.02% | 314 |
|
|
2023
Q2 | $334K | Buy |
1,143
+143
| +14% | +$41.7K | 0.02% | 323 |
|
|
2023
Q1 | $302K | Buy |
1,000
+11
| +1% | +$3.32K | 0.02% | 378 |
|
|
2022
Q4 | $277K | Buy |
989
+50
| +5% | +$14K | 0.02% | 371 |
|
|
2022
Q3 | $275K | Buy |
939
+125
| +15% | +$36.6K | 0.02% | 338 |
|
|
2022
Q2 | $254K | Buy |
814
+7
| +0.9% | +$2.18K | 0.02% | 381 |
|
|
2022
Q1 | $315K | Buy |
807
+13
| +2% | +$5.07K | 0.02% | 367 |
|
|
2021
Q4 | $298K | Buy |
+794
| New | +$298K | 0.02% | 394 |
|