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