Center for Financial Planning’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 | $187K | Hold |
636
| – | – | 0.02% | 171 |
|
|
2025
Q1 | $190K | Sell |
636
-100
| -14% | -$29.9K | 0.02% | 157 |
|
|
2024
Q4 | $220K | Hold |
736
| – | – | 0.03% | 148 |
|
|
2024
Q3 | $268K | Hold |
736
| – | – | 0.04% | 131 |
|
|
2024
Q2 | $212K | Buy |
736
+100
| +16% | +$28.8K | 0.03% | 141 |
|
|
2024
Q1 | $184K | Hold |
636
| – | – | 0.03% | 155 |
|
|
2023
Q4 | $194K | Hold |
636
| – | – | 0.04% | 142 |
|
|
2023
Q3 | $168K | Hold |
636
| – | – | 0.04% | 141 |
|
|
2023
Q2 | $186K | Hold |
636
| – | – | 0.04% | 137 |
|
|
2023
Q1 | $192K | Hold |
636
| – | – | 0.04% | 131 |
|
|
2022
Q4 | $178K | Hold |
636
| – | – | 0.04% | 137 |
|
|
2022
Q3 | $186K | Hold |
636
| – | – | 0.05% | 127 |
|
|
2022
Q2 | $199K | Hold |
636
| – | – | 0.05% | 123 |
|
|
2022
Q1 | $248K | Hold |
636
| – | – | 0.05% | 121 |
|
|
2021
Q4 | $238K | Hold |
636
| – | – | 0.05% | 122 |
|
|
2021
Q3 | $189K | Hold |
636
| – | – | 0.05% | 129 |
|
|
2021
Q2 | $191K | Hold |
636
| – | – | 0.05% | 131 |
|
|
2021
Q1 | $157K | Hold |
636
| – | – | 0.04% | 141 |
|
|
2020
Q4 | $147K | Sell |
636
-105
| -14% | -$24.3K | 0.04% | 133 |
|
|
2020
Q3 | $165K | Hold |
741
| – | – | 0.05% | 124 |
|
|
2020
Q2 | $142K | Hold |
741
| – | – | 0.05% | 127 |
|
|
2020
Q1 | $147K | Buy |
741
+211
| +40% | +$41.9K | 0.05% | 119 |
|
|
2019
Q4 | $113K | Buy |
+530
| New | +$113K | 0.03% | 133 |
|