CWM
Chesapeake Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
1,952
+372
| +24% | +$109K | 0.19% | 105 |
|
|
2025
Q1 | $473K | Sell |
1,580
-100
| -6% | -$29.9K | 0.17% | 110 |
|
|
2024
Q4 | $503K | Buy |
1,680
+142
| +9% | +$42.5K | 0.17% | 109 |
|
|
2024
Q3 | $560K | Buy |
1,538
+33
| +2% | +$12K | 0.19% | 100 |
|
|
2024
Q2 | $433K | Buy |
1,505
+111
| +8% | +$31.9K | 0.16% | 106 |
|
|
2024
Q1 | $404K | Sell |
1,394
-94
| -6% | -$27.3K | 0.15% | 114 |
|
|
2023
Q4 | $454K | Buy |
1,488
+90
| +6% | +$27.5K | 0.18% | 105 |
|
|
2023
Q3 | $368K | Sell |
1,398
-71
| -5% | -$18.7K | 0.15% | 113 |
|
|
2023
Q2 | $429K | Buy |
1,469
+57
| +4% | +$16.6K | 0.17% | 107 |
|
|
2023
Q1 | $427K | Buy |
1,412
+23
| +2% | +$6.95K | 0.18% | 107 |
|
|
2022
Q4 | $389K | Buy |
1,389
+378
| +37% | +$106K | 0.17% | 113 |
|
|
2022
Q3 | $296K | Buy |
1,011
+88
| +10% | +$25.8K | 0.14% | 137 |
|
|
2022
Q2 | $289K | Buy |
923
+147
| +19% | +$46K | 0.12% | 140 |
|
|
2022
Q1 | $303K | Buy |
776
+148
| +24% | +$57.8K | 0.11% | 153 |
|
|
2021
Q4 | $235K | Buy |
+628
| New | +$235K | 0.08% | 185 |
|