EP Wealth Advisors’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Sell |
3,841
-221
| -5% | -$32.6K | ﹤0.01% | 738 |
|
|
2025
Q1 | $603K | Buy |
4,062
+128
| +3% | +$19K | ﹤0.01% | 636 |
|
|
2024
Q4 | $589K | Sell |
3,934
-634
| -14% | -$94.8K | ﹤0.01% | 645 |
|
|
2024
Q3 | $823K | Sell |
4,568
-50
| -1% | -$9.01K | 0.01% | 543 |
|
|
2024
Q2 | $718K | Sell |
4,618
-2,020
| -30% | -$314K | 0.01% | 459 |
|
|
2024
Q1 | $976K | Buy |
6,638
+25
| +0.4% | +$3.68K | 0.01% | 379 |
|
|
2023
Q4 | $1.06M | Sell |
6,613
-1,454
| -18% | -$233K | 0.01% | 354 |
|
|
2023
Q3 | $981K | Sell |
8,067
-46,663
| -85% | -$5.67M | 0.02% | 332 |
|
|
2023
Q2 | $1.2M | Buy |
54,730
+49,895
| +1,032% | +$1.09M | 0.02% | 301 |
|
|
2023
Q1 | $203K | Sell |
4,835
-2,823
| -37% | -$118K | ﹤0.01% | 574 |
|
|
2022
Q4 | $1.13M | Buy |
+7,658
| New | +$1.13M | 0.02% | 265 |
|
|
2022
Q3 | – | Sell |
-6,738
| Closed | -$1.15M | – | 428 |
|
|
2022
Q2 | $1.15M | Hold |
6,738
| – | – | 0.03% | 244 |
|
|
2022
Q1 | $1.39M | Buy |
+6,738
| New | +$1.39M | 0.03% | 233 |
|