BAM
Bellevue Asset Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74K | Hold |
252
| – | – | 0.04% | 123 |
|
|
2025
Q1 | $75.5K | Hold |
252
| – | – | 0.04% | 121 |
|
|
2024
Q4 | $75.5K | Sell |
252
-8
| -3% | -$2.4K | 0.04% | 120 |
|
|
2024
Q3 | $94.6K | Hold |
260
| – | – | 0.05% | 105 |
|
|
2024
Q2 | $74.8K | Hold |
260
| – | – | 0.04% | 115 |
|
|
2024
Q1 | $75.4K | Sell |
260
-15
| -5% | -$4.35K | 0.04% | 114 |
|
|
2023
Q4 | $83.9K | Hold |
275
| – | – | 0.07% | 108 |
|
|
2023
Q3 | $72.5K | Sell |
275
-25
| -8% | -$6.59K | 0.05% | 107 |
|
|
2023
Q2 | $87.6K | Hold |
300
| – | – | 0.05% | 98 |
|
|
2023
Q1 | $90.6K | Hold |
300
| – | – | 0.06% | 97 |
|
|
2022
Q4 | $83.3K | Sell |
300
-75
| -20% | -$20.8K | 0.06% | 106 |
|
|
2022
Q3 | $110K | Hold |
375
| – | – | 0.09% | 92 |
|
|
2022
Q2 | $117K | Hold |
375
| – | – | 0.08% | 93 |
|
|
2022
Q1 | $148K | Hold |
375
| – | – | 0.09% | 89 |
|
|
2021
Q4 | $140K | Hold |
375
| – | – | 0.08% | 92 |
|
|
2021
Q3 | $113K | Sell |
375
-35
| -9% | -$10.5K | 0.07% | 109 |
|
|
2021
Q2 | $123K | Hold |
410
| – | – | 0.08% | 103 |
|
|
2021
Q1 | $102K | Hold |
410
| – | – | 0.06% | 118 |
|
|
2020
Q4 | $93K | Hold |
410
| – | – | 0.06% | 119 |
|
|
2020
Q3 | $91K | Hold |
410
| – | – | 0.06% | 112 |
|
|
2020
Q2 | $79K | Hold |
410
| – | – | 0.08% | 117 |
|
|
2020
Q1 | $79K | Hold |
410
| – | – | 0.08% | 121 |
|
|
2019
Q4 | $87K | Buy |
+410
| New | +$87K | 0.07% | 110 |
|