Concurrent Investment Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
6,813
+2,595
| +62% | +$761K | 0.04% | 430 |
|
|
2025
Q1 | $1.26M | Buy |
4,218
+2,935
| +229% | +$878K | 0.03% | 478 |
|
|
2024
Q4 | $384K | Sell |
1,283
-3,823
| -75% | -$1.14M | 0.01% | 742 |
|
|
2024
Q3 | $1.86M | Buy |
5,106
+836
| +20% | +$304K | 0.05% | 331 |
|
|
2024
Q2 | $1.23M | Sell |
4,270
-943
| -18% | -$271K | 0.04% | 383 |
|
|
2024
Q1 | $1.51M | Buy |
5,213
+243
| +5% | +$70.5K | 0.06% | 293 |
|
|
2023
Q4 | $1.52M | Buy |
+4,970
| New | +$1.52M | 0.07% | 270 |
|