Biltmore 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
Q2 | $502K | Sell |
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|
2025
Q1 | $517K | Sell |
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|
2024
Q4 | $520K | Buy |
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|
2024
Q3 | $628K | Sell |
|
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|
2024
Q2 | $531K | Sell |
|
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|
2024
Q1 | $600K | Hold |
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|
2023
Q4 | $600K | Buy |
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|
2023
Q3 | $513K | Buy |
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|
2023
Q2 | $562K | Buy |
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|
2023
Q1 | $526K | Buy |
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|
2022
Q4 | $483K | Buy |
|