Empirical Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
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|
2025
Q1 | $221K | Buy |
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|
2024
Q4 | $221K | Sell |
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|
2024
Q3 | $278K | Sell |
|
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|
2024
Q2 | $229K | Sell |
|
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|
2024
Q1 | $297K | Sell |
|
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|
2023
Q4 | $325K | Sell |
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|
2023
Q3 | $289K | Buy |
|
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $383K | Sell |
|
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|
2022
Q4 | $372K | Buy |
|
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $414K | Sell |
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|
2022
Q1 | $857K | Buy |
|
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|
2021
Q4 | $632K | Sell |
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|
2021
Q3 | $528K | Sell |
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|
2021
Q2 | $647K | Buy |
|
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|
2021
Q1 | $467K | Sell |
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|
2020
Q4 | $462K | Buy |
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|
2020
Q3 | $329K | Sell |
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|
2020
Q2 | $285K | Sell |
|
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|
2020
Q1 | $338K | Buy |
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|
2019
Q4 | $292K | Buy |
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|
2019
Q3 | $207K | Buy |
|