Chesley Taft & Associates’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 | $376K | Sell |
1,280
-250
| -16% | -$73.4K | 0.02% | 279 |
|
|
2025
Q1 | $458K | Hold |
1,530
| – | – | 0.02% | 257 |
|
|
2024
Q4 | $458K | Hold |
1,530
| – | – | 0.02% | 259 |
|
|
2024
Q3 | $557K | Sell |
1,530
-10
| -0.6% | -$3.64K | 0.03% | 243 |
|
|
2024
Q2 | $443K | Hold |
1,540
| – | – | 0.02% | 249 |
|
|
2024
Q1 | $447K | Hold |
1,540
| – | – | 0.02% | 252 |
|
|
2023
Q4 | $470K | Hold |
1,540
| – | – | 0.03% | 242 |
|
|
2023
Q3 | $406K | Hold |
1,540
| – | – | 0.03% | 238 |
|
|
2023
Q2 | $449K | Sell |
1,540
-8
| -0.5% | -$2.34K | 0.03% | 234 |
|
|
2023
Q1 | $468K | Buy |
1,548
+8
| +0.5% | +$2.42K | 0.03% | 229 |
|
|
2022
Q4 | $431K | Hold |
1,540
| – | – | 0.03% | 224 |
|
|
2022
Q3 | $451K | Hold |
1,540
| – | – | 0.03% | 218 |
|
|
2022
Q2 | $482K | Hold |
1,540
| – | – | 0.03% | 226 |
|
|
2022
Q1 | $626K | Hold |
1,540
| – | – | 0.04% | 216 |
|
|
2021
Q4 | $577K | Hold |
1,540
| – | – | 0.03% | 222 |
|
|
2021
Q3 | $458K | Hold |
1,540
| – | – | 0.03% | 239 |
|
|
2021
Q2 | $463K | Hold |
1,540
| – | – | 0.03% | 236 |
|
|
2021
Q1 | $393K | Sell |
1,540
-100
| -6% | -$25.5K | 0.02% | 243 |
|
|
2020
Q4 | $379K | Buy |
+1,640
| New | +$379K | 0.02% | 234 |
|
|
2017
Q4 | – | Sell |
-1,846
| Closed | -$395K | – | 287 |
|
|
2017
Q3 | $395K | Hold |
1,846
| – | – | 0.03% | 236 |
|
|
2017
Q2 | $385K | Sell |
1,846
-28,275
| -94% | -$5.9M | 0.03% | 236 |
|
|
2017
Q1 | $6.59M | Sell |
30,121
-329
| -1% | -$72K | 0.62% | 52 |
|
|
2016
Q4 | $6.81M | Buy |
30,450
+25,975
| +580% | +$5.81M | 0.67% | 49 |
|
|
2016
Q3 | $999K | Buy |
4,475
+2,375
| +113% | +$530K | 0.1% | 155 |
|
|
2016
Q2 | $537K | Buy |
2,100
+475
| +29% | +$121K | 0.06% | 200 |
|
|
2016
Q1 | $448K | Sell |
1,625
-31
| -2% | -$8.55K | 0.05% | 202 |
|
|
2015
Q4 | $410K | Buy |
1,656
+31
| +2% | +$7.68K | 0.04% | 207 |
|
|
2015
Q3 | $344K | Buy |
+1,625
| New | +$344K | 0.04% | 200 |
|