Creative Planning’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 | $7.37M | Buy |
25,110
+1,068
| +4% | +$313K | 0.01% | 617 |
|
|
2025
Q1 | $7.2M | Buy |
24,042
+1,474
| +7% | +$441K | 0.01% | 591 |
|
|
2024
Q4 | $6.76M | Buy |
22,568
+583
| +3% | +$175K | 0.01% | 568 |
|
|
2024
Q3 | $8M | Buy |
21,985
+2,550
| +13% | +$928K | 0.01% | 508 |
|
|
2024
Q2 | $5.59M | Sell |
19,435
-292
| -1% | -$84K | 0.01% | 570 |
|
|
2024
Q1 | $5.72M | Buy |
19,727
+5,806
| +42% | +$1.68M | 0.01% | 567 |
|
|
2023
Q4 | $4.25M | Sell |
13,921
-435
| -3% | -$133K | 0.01% | 608 |
|
|
2023
Q3 | $3.78M | Buy |
14,356
+830
| +6% | +$219K | 0.01% | 613 |
|
|
2023
Q2 | $3.95M | Sell |
13,526
-1,559
| -10% | -$455K | 0.01% | 588 |
|
|
2023
Q1 | $4.56M | Buy |
15,085
+1,845
| +14% | +$557K | 0.01% | 530 |
|
|
2022
Q4 | $3.71M | Sell |
13,240
-693
| -5% | -$194K | 0.01% | 550 |
|
|
2022
Q3 | $4.08M | Buy |
13,933
+2,499
| +22% | +$732K | 0.01% | 484 |
|
|
2022
Q2 | $3.58M | Buy |
11,434
+2,626
| +30% | +$821K | 0.01% | 543 |
|
|
2022
Q1 | $3.44M | Buy |
8,808
+25
| +0.3% | +$9.76K | 0.01% | 552 |
|
|
2021
Q4 | $3.29M | Buy |
8,783
+191
| +2% | +$71.5K | 0.01% | 535 |
|
|
2021
Q3 | $2.55M | Sell |
8,592
-189
| -2% | -$56.2K | ﹤0.01% | 611 |
|
|
2021
Q2 | $2.64M | Sell |
8,781
-466
| -5% | -$140K | ﹤0.01% | 578 |
|
|
2021
Q1 | $2.28M | Buy |
9,247
+1
| +0% | +$247 | ﹤0.01% | 658 |
|
|
2020
Q4 | $2.14M | Buy |
9,246
+149
| +2% | +$34.4K | ﹤0.01% | 640 |
|
|
2020
Q3 | $2.03M | Buy |
9,097
+811
| +10% | +$181K | 0.01% | 551 |
|
|
2020
Q2 | $1.59M | Sell |
8,286
-973
| -11% | -$187K | ﹤0.01% | 572 |
|
|
2020
Q1 | $1.84M | Buy |
9,259
+38
| +0.4% | +$7.55K | 0.01% | 454 |
|
|
2019
Q4 | $1.96M | Sell |
9,221
-147
| -2% | -$31.3K | 0.01% | 521 |
|
|
2019
Q3 | $2.3M | Buy |
9,368
+254
| +3% | +$62.3K | 0.01% | 453 |
|
|
2019
Q2 | $2.17M | Buy |
9,114
+433
| +5% | +$103K | 0.01% | 468 |
|
|
2019
Q1 | $1.89M | Sell |
8,681
-414
| -5% | -$90.2K | 0.01% | 479 |
|
|
2018
Q4 | $1.84M | Buy |
9,095
+395
| +5% | +$80K | 0.01% | 439 |
|
|
2018
Q3 | $1.75M | Buy |
8,700
+1,193
| +16% | +$241K | 0.01% | 517 |
|
|
2018
Q2 | $1.7M | Buy |
7,507
+762
| +11% | +$173K | 0.01% | 510 |
|
|
2018
Q1 | $1.35M | Sell |
6,745
-70
| -1% | -$14K | 0.01% | 580 |
|
|
2017
Q4 | $1.42M | Sell |
6,815
-129
| -2% | -$27K | 0.01% | 558 |
|
|
2017
Q3 | $1.49M | Sell |
6,944
-2,177
| -24% | -$466K | 0.01% | 551 |
|
|
2017
Q2 | $1.9M | Buy |
9,121
+22
| +0.2% | +$4.59K | 0.01% | 447 |
|
|
2017
Q1 | $1.99M | Buy |
9,099
+25
| +0.3% | +$5.47K | 0.01% | 426 |
|
|
2016
Q4 | $2.03M | Sell |
9,074
-340
| -4% | -$76K | 0.01% | 398 |
|
|
2016
Q3 | $2.1M | Sell |
9,414
-3,757
| -29% | -$838K | 0.01% | 366 |
|
|
2016
Q2 | $3.37M | Buy |
13,171
+1,215
| +10% | +$311K | 0.02% | 229 |
|
|
2016
Q1 | $3.3M | Buy |
11,956
+2,538
| +27% | +$700K | 0.03% | 218 |
|
|
2015
Q4 | $2.33M | Buy |
9,418
+3,252
| +53% | +$806K | 0.02% | 277 |
|
|
2015
Q3 | $1.31M | Buy |
+6,166
| New | +$1.31M | 0.01% | 406 |
|
|
2015
Q2 | – | Sell |
-4,899
| Closed | -$966K | – | 2404 |
|
|
2015
Q1 | $966K | Buy |
4,899
+75
| +2% | +$14.8K | 0.01% | 475 |
|
|
2014
Q4 | $892K | Buy |
4,824
+549
| +13% | +$102K | 0.01% | 488 |
|
|
2014
Q3 | $709K | Buy |
4,275
+665
| +18% | +$110K | 0.01% | 535 |
|
|
2014
Q2 | $619K | Buy |
3,610
+1,060
| +42% | +$182K | 0.01% | 558 |
|
|
2014
Q1 | $430K | Buy |
2,550
+1,205
| +90% | +$203K | 0.01% | 691 |
|
|
2013
Q4 | $203K | Sell |
1,345
-355
| -21% | -$53.6K | ﹤0.01% | 856 |
|
|
2013
Q3 | $273K | Buy |
1,700
+710
| +72% | +$114K | 0.01% | 649 |
|
|
2013
Q2 | $152K | Buy |
+990
| New | +$152K | ﹤0.01% | 771 |
|