Ballentine Partners’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 | $240K | Sell |
819
-48
| -6% | -$14.1K | ﹤0.01% | 793 |
|
|
2025
Q1 | $259K | Buy |
867
+26
| +3% | +$7.78K | ﹤0.01% | 680 |
|
|
2024
Q4 | $252K | Buy |
841
+54
| +7% | +$16.2K | ﹤0.01% | 677 |
|
|
2024
Q3 | $286K | Buy |
+787
| New | +$286K | ﹤0.01% | 610 |
|
|
2023
Q4 | – | Sell |
-1,486
| Closed | -$392K | – | 710 |
|
|
2023
Q3 | $392K | Buy |
1,486
+303
| +26% | +$79.8K | 0.01% | 368 |
|
|
2023
Q2 | $345K | Buy |
+1,183
| New | +$345K | 0.01% | 414 |
|