EP Wealth Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
3,591
+536
| +18% | +$157K | 0.01% | 552 |
|
|
2025
Q1 | $914K | Sell |
3,055
-193
| -6% | -$57.8K | 0.01% | 528 |
|
|
2024
Q4 | $973K | Buy |
3,248
+177
| +6% | +$53K | 0.01% | 507 |
|
|
2024
Q3 | $1.12M | Buy |
3,071
+324
| +12% | +$118K | 0.01% | 469 |
|
|
2024
Q2 | $790K | Buy |
2,747
+466
| +20% | +$134K | 0.01% | 429 |
|
|
2024
Q1 | $662K | Buy |
2,281
+350
| +18% | +$102K | 0.01% | 455 |
|
|
2023
Q4 | $589K | Sell |
1,931
-194
| -9% | -$59.2K | 0.01% | 463 |
|
|
2023
Q3 | $560K | Sell |
2,125
-397,875
| -99% | -$105M | 0.01% | 440 |
|
|
2023
Q2 | $581K | Buy |
400,000
+393,957
| +6,519% | +$572K | 0.01% | 435 |
|
|
2023
Q1 | $500K | Buy |
6,043
+4,753
| +368% | +$393K | 0.01% | 403 |
|
|
2022
Q4 | $361K | Buy |
+1,290
| New | +$361K | 0.01% | 432 |
|
|
2022
Q3 | – | Sell |
-1,143
| Closed | -$357K | – | 552 |
|
|
2022
Q2 | $357K | Buy |
1,143
+6
| +0.5% | +$1.87K | 0.01% | 444 |
|
|
2022
Q1 | $444K | Buy |
1,137
+88
| +8% | +$34.4K | 0.01% | 402 |
|
|
2021
Q4 | $393K | Buy |
+1,049
| New | +$393K | 0.01% | 406 |
|