Baker Tilly Wealth Management’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$644K Buy
2025
Q2
$573K Buy
2025
Q1
$450K Buy
2024
Q4
$422K Sell
2024
Q3
$521K Buy
2024
Q2
$332K Buy
2024
Q1
$307K Buy
2023
Q4
$320K Sell
2023
Q3
$286K Sell
2023
Q2
$719K Buy