Columbia Asset Management’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 | $1.52M | Buy |
5,197
+203
| +4% | +$59.6K | 0.3% | 65 |
|
|
2025
Q1 | $1.49M | Buy |
4,994
+20
| +0.4% | +$5.99K | 0.29% | 67 |
|
|
2024
Q4 | $1.49M | Sell |
4,974
-417
| -8% | -$125K | 0.27% | 66 |
|
|
2024
Q3 | $1.96M | Buy |
5,391
+466
| +9% | +$170K | 0.34% | 60 |
|
|
2024
Q2 | $1.42M | Buy |
4,925
+745
| +18% | +$214K | 0.26% | 69 |
|
|
2024
Q1 | $1.28M | Hold |
4,180
| – | – | 0.26% | 72 |
|
|
2023
Q4 | $1.28M | Sell |
4,180
-310
| -7% | -$94.6K | 0.26% | 72 |
|
|
2023
Q3 | $1.18M | Buy |
4,490
+428
| +11% | +$113K | 0.26% | 73 |
|
|
2023
Q2 | $1.19M | Buy |
4,062
+1,197
| +42% | +$349K | 0.25% | 74 |
|
|
2023
Q1 | $866K | Buy |
2,865
+300
| +12% | +$90.7K | 0.19% | 83 |
|
|
2022
Q4 | $719K | Sell |
2,565
-200
| -7% | -$56.1K | 0.17% | 88 |
|
|
2022
Q3 | $810K | Sell |
2,765
-170
| -6% | -$49.8K | 0.21% | 77 |
|
|
2022
Q2 | $918K | Buy |
+2,935
| New | +$918K | 0.23% | 75 |
|
|
2021
Q4 | $1.18M | Sell |
3,145
-645
| -17% | -$242K | 0.24% | 72 |
|
|
2021
Q3 | $1.13M | Buy |
+3,790
| New | +$1.13M | 0.25% | 73 |
|
|
2021
Q2 | – | Sell |
-4,435
| Closed | -$1.09M | – | 187 |
|
|
2021
Q1 | $1.09M | Sell |
4,435
-230
| -5% | -$56.7K | 0.2% | 83 |
|
|
2020
Q4 | $1.08M | Sell |
4,665
-385
| -8% | -$88.9K | 0.22% | 77 |
|
|
2020
Q3 | $1.13M | Sell |
5,050
-1,470
| -23% | -$327K | 0.26% | 69 |
|
|
2020
Q2 | $1.25M | Buy |
6,520
+2,950
| +83% | +$566K | 0.3% | 66 |
|
|
2020
Q1 | $709K | Buy |
3,570
+1,220
| +52% | +$242K | 0.18% | 85 |
|
|
2019
Q4 | $5.01K | Buy |
2,350
+25
| +1% | +$53 | 0.12% | 122 |
|
|
2019
Q3 | $570K | Buy |
2,325
+140
| +6% | +$34.3K | 0.15% | 107 |
|
|
2019
Q2 | $520K | Buy |
2,185
+1,090
| +100% | +$259K | 0.14% | 115 |
|
|
2019
Q1 | $238K | Buy |
1,095
+325
| +42% | +$70.6K | 0.06% | 160 |
|
|
2018
Q4 | $156K | Hold |
770
| – | – | 0.05% | 171 |
|
|
2018
Q3 | $155K | Buy |
+770
| New | +$155K | 0.04% | 192 |
|
|
2017
Q1 | – | Sell |
-870
| Closed | -$194K | – | 201 |
|
|
2016
Q4 | $194K | Buy |
+870
| New | +$194K | 0.07% | 171 |
|
|
2014
Q1 | – | Sell |
-720
| Closed | -$108K | – | 179 |
|
|
2013
Q4 | $108K | Buy |
+720
| New | +$108K | 0.05% | 167 |
|