Caldwell Trust’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $70.4K | Hold |
260
| – | – | 0.01% | 453 |
|
|
2025
Q4 | $67.5K | Hold |
260
| – | – | 0.01% | 438 |
|
|
2025
Q3 | $75.1K | Buy |
260
+210
| +420% | +$60.3K | 0.01% | 420 |
|
|
2025
Q2 | $14.7K | Hold |
50
| – | – | ﹤0.01% | 601 |
|
|
2025
Q1 | $15K | Hold |
50
| – | – | ﹤0.01% | 591 |
|
|
2024
Q4 | $15K | Hold |
50
| – | – | ﹤0.01% | 572 |
|
|
2024
Q3 | $18.2K | Hold |
50
| – | – | ﹤0.01% | 564 |
|
|
2024
Q2 | $14.4K | Hold |
50
| – | – | ﹤0.01% | 579 |
|
|
2024
Q1 | $14.5K | Hold |
50
| – | – | ﹤0.01% | 589 |
|
|
2023
Q4 | $15.3K | Hold |
50
| – | – | ﹤0.01% | 577 |
|
|
2023
Q3 | $13.2K | Hold |
50
| – | – | ﹤0.01% | 590 |
|
|
2023
Q2 | $14.6K | Hold |
50
| – | – | ﹤0.01% | 598 |
|
|
2023
Q1 | $15.1K | Hold |
50
| – | – | ﹤0.01% | 580 |
|
|
2022
Q4 | $14K | Hold |
50
| – | – | ﹤0.01% | 583 |
|
|
2022
Q3 | $14.6K | Hold |
50
| – | – | ﹤0.01% | 563 |
|
|
2022
Q2 | $15.6K | Sell |
50
-25
| -33% | -$8.66K | ﹤0.01% | 570 |
|
|
2022
Q1 | $29.3K | Hold |
75
| – | – | ﹤0.01% | 526 |
|
|
2021
Q4 | $28.1K | Hold |
75
| – | – | ﹤0.01% | 530 |
|
|
2021
Q3 | $22.3K | Hold |
75
| – | – | ﹤0.01% | 548 |
|
|
2021
Q2 | $22.6K | Hold |
75
| – | – | ﹤0.01% | 551 |
|
|
2021
Q1 | $18.5K | Sell |
75
-6
| -7% | -$1.4K | ﹤0.01% | 565 |
|
|
2020
Q4 | $18.7K | Hold |
81
| – | – | ﹤0.01% | 548 |
|
|
2020
Q3 | $18K | Hold |
81
| – | – | ﹤0.01% | 540 |
|
|
2020
Q2 | $15.5K | Hold |
81
| – | – | ﹤0.01% | 578 |
|
|
2020
Q1 | $16.1K | Hold |
81
| – | – | ﹤0.01% | 578 |
|
|
2019
Q4 | $17.3K | Buy |
+81
| New | +$18K | ﹤0.01% | 607 |
|
Other funds holding PSA
VPM
VCM
