EWM
Empirical Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
699
-39
| -5% | -$11.4K | ﹤0.01% | 645 |
|
|
2025
Q1 | $221K | Buy |
738
+1
| +0.1% | +$299 | 0.01% | 584 |
|
|
2024
Q4 | $221K | Sell |
737
-28
| -4% | -$8.38K | 0.01% | 556 |
|
|
2024
Q3 | $278K | Sell |
765
-31
| -4% | -$11.3K | 0.01% | 473 |
|
|
2024
Q2 | $229K | Sell |
796
-228
| -22% | -$65.6K | 0.01% | 507 |
|
|
2024
Q1 | $297K | Sell |
1,024
-43
| -4% | -$12.5K | 0.01% | 441 |
|
|
2023
Q4 | $325K | Sell |
1,067
-30
| -3% | -$9.15K | 0.01% | 383 |
|
|
2023
Q3 | $289K | Buy |
1,097
+43
| +4% | +$11.3K | 0.01% | 376 |
|
|
2023
Q2 | $308K | Sell |
1,054
-212
| -17% | -$61.9K | 0.01% | 365 |
|
|
2023
Q1 | $383K | Sell |
1,266
-60
| -5% | -$18.1K | 0.02% | 359 |
|
|
2022
Q4 | $372K | Buy |
1,326
+308
| +30% | +$86.3K | 0.02% | 350 |
|
|
2022
Q3 | $298K | Sell |
1,018
-307
| -23% | -$89.9K | 0.02% | 376 |
|
|
2022
Q2 | $414K | Sell |
1,325
-871
| -40% | -$272K | 0.02% | 330 |
|
|
2022
Q1 | $857K | Buy |
2,196
+510
| +30% | +$199K | 0.04% | 235 |
|
|
2021
Q4 | $632K | Sell |
1,686
-91
| -5% | -$34.1K | 0.03% | 292 |
|
|
2021
Q3 | $528K | Sell |
1,777
-374
| -17% | -$111K | 0.03% | 289 |
|
|
2021
Q2 | $647K | Buy |
2,151
+259
| +14% | +$77.9K | 0.04% | 247 |
|
|
2021
Q1 | $467K | Sell |
1,892
-110
| -5% | -$27.2K | 0.04% | 260 |
|
|
2020
Q4 | $462K | Buy |
2,002
+527
| +36% | +$122K | 0.04% | 257 |
|
|
2020
Q3 | $329K | Sell |
1,475
-8
| -0.5% | -$1.78K | 0.03% | 270 |
|
|
2020
Q2 | $285K | Sell |
1,483
-217
| -13% | -$41.7K | 0.03% | 284 |
|
|
2020
Q1 | $338K | Buy |
1,700
+331
| +24% | +$65.8K | 0.04% | 230 |
|
|
2019
Q4 | $292K | Buy |
1,369
+523
| +62% | +$112K | 0.03% | 259 |
|
|
2019
Q3 | $207K | Buy |
+846
| New | +$207K | 0.03% | 268 |
|