Corient Private Wealth’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 | $17.9M | Sell |
61,054
-16,872
| -22% | -$4.94M | 0.02% | 448 |
|
|
2025
Q1 | $23.3M | Sell |
77,926
-1,160
| -1% | -$347K | 0.04% | 363 |
|
|
2024
Q4 | $23.7M | Sell |
79,086
-2,616
| -3% | -$783K | 0.04% | 362 |
|
|
2024
Q3 | $29.7M | Sell |
81,702
-1,716
| -2% | -$624K | 0.05% | 328 |
|
|
2024
Q2 | $24M | Sell |
83,418
-2,398
| -3% | -$690K | 0.04% | 353 |
|
|
2024
Q1 | $24.9M | Buy |
85,816
+1,108
| +1% | +$321K | 0.04% | 346 |
|
|
2023
Q4 | $25.8M | Buy |
84,708
+8,555
| +11% | +$2.61M | 0.05% | 335 |
|
|
2023
Q3 | $20.1M | Buy |
76,153
+3,058
| +4% | +$806K | 0.05% | 346 |
|
|
2023
Q2 | $21.3M | Buy |
73,095
+1,290
| +2% | +$376K | 0.05% | 320 |
|
|
2023
Q1 | $21.7M | Buy |
71,805
+17,526
| +32% | +$5.3M | 0.06% | 289 |
|
|
2022
Q4 | $15.1M | Buy |
+54,279
| New | +$15.1M | 0.06% | 303 |
|