Carson Wealth (CWM LLC)’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29M | Buy |
98,680
+13,598
| +16% | +$3.99M | 0.1% | 171 |
|
|
2025
Q1 | $25.5M | Sell |
85,082
-1,612
| -2% | -$482K | 0.1% | 182 |
|
|
2024
Q4 | $26M | Sell |
86,694
-3,186
| -4% | -$954K | 0.11% | 168 |
|
|
2024
Q3 | $32.7M | Sell |
89,880
-3,046
| -3% | -$1.11M | 0.14% | 134 |
|
|
2024
Q2 | $26.7M | Sell |
92,926
-896
| -1% | -$258K | 0.13% | 151 |
|
|
2024
Q1 | $27.2M | Sell |
93,822
-4,046
| -4% | -$1.17M | 0.13% | 154 |
|
|
2023
Q4 | $29.9M | Sell |
97,868
-6,859
| -7% | -$2.09M | 0.16% | 129 |
|
|
2023
Q3 | $27.6M | Sell |
104,727
-5,009
| -5% | -$1.32M | 0.17% | 120 |
|
|
2023
Q2 | $32M | Sell |
109,736
-6,457
| -6% | -$1.88M | 0.2% | 95 |
|
|
2023
Q1 | $35.1M | Buy |
116,193
+12,416
| +12% | +$3.75M | 0.24% | 85 |
|
|
2022
Q4 | $29.1M | Buy |
103,777
+4,099
| +4% | +$1.15M | 0.21% | 99 |
|
|
2022
Q3 | $29.2M | Buy |
99,678
+3,330
| +3% | +$975K | 0.23% | 90 |
|
|
2022
Q2 | $30.1M | Buy |
96,348
+3,351
| +4% | +$1.05M | 0.23% | 88 |
|
|
2022
Q1 | $36.3M | Sell |
92,997
-988
| -1% | -$386K | 0.26% | 67 |
|
|
2021
Q4 | $35.2M | Buy |
+93,985
| New | +$35.2M | 0.25% | 73 |
|
|
2021
Q2 | $28.1M | Hold |
93,384
| – | – | 0.22% | 85 |
|
|
2021
Q1 | $28.1M | Hold |
93,384
| – | – | 0.22% | 85 |
|
|
2020
Q4 | $28.1M | Hold |
93,384
| – | – | 0.22% | 85 |
|
|
2020
Q3 | $28.1M | Hold |
93,384
| – | – | 0.22% | 85 |
|
|
2020
Q2 | $28.1M | Hold |
93,384
| – | – | 0.22% | 85 |
|
|
2020
Q1 | $28.1M | Hold |
93,384
| – | – | 0.22% | 85 |
|
|
2019
Q4 | $28.1M | Hold |
93,384
| – | – | 0.22% | 85 |
|
|
2019
Q3 | $28.1M | Hold |
93,384
| – | – | 0.22% | 85 |
|
|
2019
Q2 | $28.1M | Hold |
93,384
| – | – | 0.22% | 85 |
|
|
2019
Q1 | $28.1M | Sell |
93,384
-24,473
| -21% | -$7.36M | 0.22% | 85 |
|
|
2018
Q4 | $23.9M | Buy |
117,857
+40,263
| +52% | +$8.15M | 0.6% | 35 |
|
|
2018
Q3 | $15.6M | Sell |
77,594
-1,772
| -2% | -$357K | 0.4% | 65 |
|
|
2018
Q2 | $18M | Sell |
79,366
-5,192
| -6% | -$1.18M | 0.59% | 45 |
|
|
2018
Q1 | $16.9M | Buy |
84,558
+84,007
| +15,246% | +$16.8M | 0.67% | 41 |
|
|
2017
Q4 | $115K | Sell |
551
-7
| -1% | -$1.46K | 0.01% | 410 |
|
|
2017
Q3 | $119K | Buy |
558
+94
| +20% | +$20K | 0.01% | 393 |
|
|
2017
Q2 | $97K | Hold |
464
| – | – | 0.01% | 386 |
|
|
2017
Q1 | $102K | Sell |
464
-11
| -2% | -$2.42K | 0.01% | 362 |
|
|
2016
Q4 | $106K | Buy |
475
+75
| +19% | +$16.7K | 0.01% | 341 |
|
|
2016
Q3 | $89K | Buy |
400
+300
| +300% | +$66.8K | 0.01% | 350 |
|
|
2016
Q2 | $26K | Hold |
100
| – | – | ﹤0.01% | 438 |
|
|
2016
Q1 | $28K | Buy |
+100
| New | +$28K | ﹤0.01% | 406 |
|
|
2014
Q1 | – | Sell |
-426
| Closed | -$64K | – | 372 |
|
|
2013
Q4 | $64K | Hold |
426
| – | – | 0.01% | 222 |
|
|
2013
Q3 | $68K | Buy |
+426
| New | +$68K | 0.02% | 168 |
|