Carson Wealth (CWM LLC)’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
Q3 | $16.3M | Sell |
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|
2025
Q2 | $29M | Buy |
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|
2025
Q1 | $25.5M | Sell |
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|
2024
Q4 | $26M | Sell |
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|
2024
Q3 | $32.7M | Sell |
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|
2024
Q2 | $26.7M | Sell |
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|
2024
Q1 | $27.2M | Sell |
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|
2023
Q4 | $29.9M | Sell |
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|
2023
Q3 | $27.6M | Sell |
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|
2023
Q2 | $32M | Sell |
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|
2023
Q1 | $35.1M | Buy |
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|
2022
Q4 | $29.1M | Buy |
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|
2022
Q3 | $29.2M | Buy |
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|
2022
Q2 | $30.1M | Buy |
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|
2022
Q1 | $36.3M | Sell |
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|
2021
Q4 | $35.2M | Buy |
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|
2021
Q2 | $28.1M | Hold |
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|
2021
Q1 | $28.1M | Hold |
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|
2020
Q4 | $28.1M | Hold |
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|
2020
Q3 | $28.1M | Hold |
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|
2020
Q2 | $28.1M | Hold |
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|
2020
Q1 | $28.1M | Hold |
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|
2019
Q4 | $28.1M | Hold |
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|
2019
Q3 | $28.1M | Hold |
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|
2019
Q2 | $28.1M | Hold |
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|
2019
Q1 | $28.1M | Sell |
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|
2018
Q4 | $23.9M | Buy |
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|
2018
Q3 | $15.6M | Sell |
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|
2018
Q2 | $18M | Sell |
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|
2018
Q1 | $16.9M | Buy |
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|
2017
Q4 | $115K | Sell |
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|
2017
Q3 | $119K | Buy |
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|
2017
Q2 | $97K | Hold |
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|
2017
Q1 | $102K | Sell |
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|
2016
Q4 | $106K | Buy |
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|
2016
Q3 | $89K | Buy |
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|
2016
Q2 | $26K | Hold |
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|
2016
Q1 | $28K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $64K | Hold |
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|
2013
Q3 | $68K | Buy |
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