EWM
Edge Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Sell |
44,715
-281
| -0.6% | -$82.5K | 2.53% | 16 |
|
|
2025
Q1 | $13.5M | Buy |
44,996
+765
| +2% | +$229K | 2.73% | 15 |
|
|
2024
Q4 | $13.2M | Sell |
44,231
-585
| -1% | -$175K | 2.68% | 14 |
|
|
2024
Q3 | $16.3M | Sell |
44,816
-495
| -1% | -$180K | 3.27% | 10 |
|
|
2024
Q2 | $13M | Sell |
45,311
-1,122
| -2% | -$323K | 2.74% | 13 |
|
|
2024
Q1 | $13.5M | Buy |
46,433
+134
| +0.3% | +$38.9K | 2.83% | 13 |
|
|
2023
Q4 | $14.1M | Sell |
46,299
-288
| -0.6% | -$87.8K | 3.09% | 10 |
|
|
2023
Q3 | $12.3M | Sell |
46,587
-496
| -1% | -$131K | 2.87% | 12 |
|
|
2023
Q2 | $13.7M | Buy |
47,083
+1,558
| +3% | +$455K | 3% | 11 |
|
|
2023
Q1 | $13.7M | Sell |
45,525
-731
| -2% | -$220K | 3.15% | 8 |
|
|
2022
Q4 | $12.9M | Sell |
46,256
-5,966
| -11% | -$1.66M | 2.99% | 13 |
|
|
2022
Q3 | $15.3M | Buy |
52,222
+706
| +1% | +$207K | 3.39% | 7 |
|
|
2022
Q2 | $16.1M | Buy |
51,516
+8,571
| +20% | +$2.68M | 3.48% | 7 |
|
|
2022
Q1 | $16.8M | Buy |
42,945
+363
| +0.9% | +$142K | 3.3% | 6 |
|
|
2021
Q4 | $15.9M | Buy |
42,582
+540
| +1% | +$202K | 2.92% | 8 |
|
|
2021
Q3 | $12.5M | Buy |
42,042
+2,342
| +6% | +$696K | 2.44% | 13 |
|
|
2021
Q2 | $11.9M | Buy |
39,700
+50
| +0.1% | +$15K | 2.43% | 13 |
|
|
2021
Q1 | $9.78M | Buy |
39,650
+2,605
| +7% | +$643K | 2.08% | 19 |
|
|
2020
Q4 | $8.51M | Buy |
37,045
+230
| +0.6% | +$52.9K | 1.93% | 17 |
|
|
2020
Q3 | $8.2M | Buy |
36,815
+593
| +2% | +$132K | 1.89% | 20 |
|
|
2020
Q2 | $6.95M | Sell |
36,222
-844
| -2% | -$162K | 1.32% | 28 |
|
|
2020
Q1 | $7.16M | Sell |
37,066
-2,350
| -6% | -$454K | 1.55% | 23 |
|
|
2019
Q4 | $8.37M | Buy |
+39,416
| New | +$8.37M | 1.67% | 19 |
|