BWM
Biltmore Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Sell |
1,710
-19
| -1% | -$5.58K | 0.2% | 41 |
|
|
2025
Q1 | $517K | Sell |
1,729
-6
| -0.3% | -$1.8K | 0.22% | 42 |
|
|
2024
Q4 | $520K | Buy |
1,735
+9
| +0.5% | +$2.7K | 0.22% | 41 |
|
|
2024
Q3 | $628K | Sell |
1,726
-120
| -7% | -$43.7K | 0.26% | 38 |
|
|
2024
Q2 | $531K | Sell |
1,846
-121
| -6% | -$34.8K | 0.23% | 38 |
|
|
2024
Q1 | $600K | Hold |
1,967
| – | – | 0.29% | 38 |
|
|
2023
Q4 | $600K | Buy |
1,967
+19
| +1% | +$5.79K | 0.29% | 38 |
|
|
2023
Q3 | $513K | Buy |
1,948
+22
| +1% | +$5.8K | 0.25% | 41 |
|
|
2023
Q2 | $562K | Buy |
1,926
+186
| +11% | +$54.3K | 0.24% | 36 |
|
|
2023
Q1 | $526K | Buy |
1,740
+18
| +1% | +$5.44K | 0.21% | 37 |
|
|
2022
Q4 | $483K | Buy |
+1,722
| New | +$483K | 0.21% | 38 |
|