Axxcess Wealth Management’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 | $800K | Buy |
2,727
+736
| +37% | +$216K | 0.02% | 482 |
|
|
2025
Q1 | $596K | Buy |
1,991
+307
| +18% | +$91.9K | 0.02% | 508 |
|
|
2024
Q4 | $504K | Sell |
1,684
-25
| -1% | -$7.49K | 0.01% | 543 |
|
|
2024
Q3 | $622K | Buy |
1,709
+693
| +68% | +$252K | 0.02% | 500 |
|
|
2024
Q2 | $292K | Sell |
1,016
-897
| -47% | -$258K | 0.01% | 658 |
|
|
2024
Q1 | $555K | Buy |
1,913
+729
| +62% | +$211K | 0.02% | 514 |
|
|
2023
Q4 | $361K | Buy |
1,184
+383
| +48% | +$117K | 0.01% | 592 |
|
|
2023
Q3 | $211K | Buy |
+801
| New | +$211K | 0.01% | 717 |
|
|
2022
Q1 | – | Sell |
-983
| Closed | -$368K | – | 684 |
|
|
2021
Q4 | $368K | Buy |
+983
| New | +$368K | 0.03% | 423 |
|