Empirical Wealth Management’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $282K | Sell |
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|
2025
Q2 | $352K | Buy |
|
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|
2025
Q1 | $315K | Hold |
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|
2024
Q4 | $317K | Sell |
|
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|
2024
Q3 | $385K | Hold |
|
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|
2024
Q2 | $332K | Sell |
|
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|
2024
Q1 | $337K | Hold |
|
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|
2023
Q4 | $368K | Sell |
|
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|
2023
Q3 | $408K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $341K | Sell |
|
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|
2021
Q4 | $388K | Sell |
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|
2021
Q3 | $306K | Sell |
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|
2021
Q2 | $365K | Buy |
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|
2021
Q1 | $294K | Sell |
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|
2020
Q4 | $360K | Buy |
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|
2020
Q3 | $298K | Sell |
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|
2020
Q2 | $298K | Sell |
|
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|
2020
Q1 | $329K | Buy |
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|
2019
Q4 | $303K | Buy |
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|
2019
Q3 | $218K | Buy |
|