Berger Financial Group’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 | $410K | Sell |
1,397
-30
| -2% | -$8.8K | 0.03% | 290 |
|
|
2025
Q1 | $427K | Sell |
1,427
-149
| -9% | -$44.6K | 0.03% | 278 |
|
|
2024
Q4 | $472K | Sell |
1,576
-66
| -4% | -$19.8K | 0.03% | 261 |
|
|
2024
Q3 | $597K | Sell |
1,642
-31
| -2% | -$11.3K | 0.04% | 216 |
|
|
2024
Q2 | $481K | Sell |
1,673
-101
| -6% | -$29.1K | 0.04% | 220 |
|
|
2024
Q1 | $514K | Sell |
1,774
-179
| -9% | -$51.9K | 0.04% | 202 |
|
|
2023
Q4 | $596K | Sell |
1,953
-94
| -5% | -$28.7K | 0.06% | 152 |
|
|
2023
Q3 | $539K | Sell |
2,047
-86
| -4% | -$22.7K | 0.06% | 154 |
|
|
2023
Q2 | $623K | Buy |
2,133
+2
| +0.1% | +$584 | 0.07% | 143 |
|
|
2023
Q1 | $644K | Sell |
2,131
-8
| -0.4% | -$2.42K | 0.08% | 133 |
|
|
2022
Q4 | $599K | Sell |
2,139
-153
| -7% | -$42.9K | 0.08% | 136 |
|
|
2022
Q3 | $671K | Buy |
2,292
+137
| +6% | +$40.1K | 0.1% | 121 |
|
|
2022
Q2 | $674K | Sell |
2,155
-158
| -7% | -$49.4K | 0.1% | 114 |
|
|
2022
Q1 | $903K | Buy |
2,313
+87
| +4% | +$34K | 0.11% | 106 |
|
|
2021
Q4 | $834K | Buy |
+2,226
| New | +$834K | 0.11% | 115 |
|