Carnegie Investment Counsel’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 | $26.9M | Buy |
91,696
+7,522
| +9% | +$2.21M | 0.54% | 53 |
|
2025
Q1 | $25M | Buy |
84,174
+82,517
| +4,980% | +$24.5M | 0.59% | 46 |
|
2024
Q4 | $496K | Sell |
1,657
-10
| -0.6% | -$2.99K | 0.01% | 337 |
|
2024
Q3 | $607K | Buy |
1,667
+20
| +1% | +$7.28K | 0.02% | 317 |
|
2024
Q2 | $474K | Sell |
1,647
-271
| -14% | -$78K | 0.01% | 341 |
|
2024
Q1 | $556K | Buy |
1,918
+65
| +4% | +$18.9K | 0.02% | 342 |
|
2023
Q4 | $565K | Hold |
1,853
| – | – | 0.02% | 337 |
|
2023
Q3 | $488K | Buy |
1,853
+84
| +5% | +$22.1K | 0.02% | 349 |
|
2023
Q2 | $516K | Buy |
1,769
+11
| +0.6% | +$3.21K | 0.02% | 349 |
|
2023
Q1 | $531K | Sell |
1,758
-26
| -1% | -$7.86K | 0.02% | 345 |
|
2022
Q4 | $500K | Buy |
1,784
+25
| +1% | +$7.01K | 0.02% | 354 |
|
2022
Q3 | $515K | Buy |
1,759
+23
| +1% | +$6.73K | 0.02% | 329 |
|
2022
Q2 | $543K | Buy |
1,736
+46
| +3% | +$14.4K | 0.02% | 323 |
|
2022
Q1 | $660K | Buy |
1,690
+17
| +1% | +$6.64K | 0.02% | 316 |
|
2021
Q4 | $627K | Buy |
1,673
+122
| +8% | +$45.7K | 0.02% | 330 |
|
2021
Q3 | $461K | Hold |
1,551
| – | – | 0.02% | 331 |
|
2021
Q2 | $466K | Hold |
1,551
| – | – | 0.02% | 332 |
|
2021
Q1 | $383K | Hold |
1,551
| – | – | 0.02% | 346 |
|
2020
Q4 | $358K | Sell |
1,551
-425
| -22% | -$98.1K | 0.02% | 336 |
|
2020
Q3 | $440K | Sell |
1,976
-381
| -16% | -$84.8K | 0.02% | 303 |
|
2020
Q2 | $452K | Sell |
2,357
-530
| -18% | -$102K | 0.03% | 286 |
|
2020
Q1 | $573K | Sell |
2,887
-159
| -5% | -$31.6K | 0.04% | 253 |
|
2019
Q4 | $649K | Hold |
3,046
| – | – | 0.04% | 266 |
|
2019
Q3 | $747K | Buy |
3,046
+50
| +2% | +$12.3K | 0.05% | 242 |
|
2019
Q2 | $714K | Hold |
2,996
| – | – | 0.05% | 251 |
|
2019
Q1 | $652K | Buy |
+2,996
| New | +$652K | 0.04% | 261 |
|
2017
Q4 | – | Sell |
-1,615
| Closed | -$347K | – | 383 |
|
2017
Q3 | $347K | Buy |
1,615
+75
| +5% | +$16.1K | 0.04% | 278 |
|
2017
Q2 | $311K | Buy |
1,540
+70
| +5% | +$14.1K | 0.04% | 292 |
|
2017
Q1 | $307K | Buy |
+1,470
| New | +$307K | 0.04% | 285 |
|