Concurrent Investment Advisors’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.12M Buy
2025
Q2
$2M Buy
2025
Q1
$1.26M Buy
2024
Q4
$384K Sell
2024
Q3
$1.86M Buy
2024
Q2
$1.23M Sell
2024
Q1
$1.51M Buy
2023
Q4
$1.52M Buy