EWM
Evercore Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Hold |
2,163
| – | – | 0.01% | 258 |
|
|
2025
Q1 | $647K | Hold |
2,163
| – | – | 0.01% | 251 |
|
|
2024
Q4 | $648K | Sell |
2,163
-73
| -3% | -$21.9K | 0.01% | 249 |
|
|
2024
Q3 | $814K | Hold |
2,236
| – | – | 0.01% | 234 |
|
|
2024
Q2 | $643K | Sell |
2,236
-2
| -0.1% | -$575 | 0.01% | 255 |
|
|
2024
Q1 | $649K | Sell |
2,238
-916
| -29% | -$266K | 0.01% | 253 |
|
|
2023
Q4 | $962K | Sell |
3,154
-463
| -13% | -$141K | 0.02% | 219 |
|
|
2023
Q3 | $953K | Hold |
3,617
| – | – | 0.02% | 217 |
|
|
2023
Q2 | $1.06M | Buy |
3,617
+475
| +15% | +$139K | 0.02% | 214 |
|
|
2023
Q1 | $949K | Hold |
3,142
| – | – | 0.02% | 219 |
|
|
2022
Q4 | $880K | Buy |
3,142
+68
| +2% | +$19.1K | 0.02% | 221 |
|
|
2022
Q3 | $899K | Sell |
3,074
-8
| -0.3% | -$2.34K | 0.02% | 214 |
|
|
2022
Q2 | $964K | Sell |
3,082
-4
| -0.1% | -$1.25K | 0.02% | 212 |
|
|
2022
Q1 | $1.21M | Hold |
3,086
| – | – | 0.02% | 206 |
|
|
2021
Q4 | $1.16M | Hold |
3,086
| – | – | 0.02% | 215 |
|
|
2021
Q3 | $916K | Hold |
3,086
| – | – | 0.02% | 229 |
|
|
2021
Q2 | $929K | Sell |
3,086
-373
| -11% | -$112K | 0.02% | 235 |
|
|
2021
Q1 | $854K | Buy |
3,459
+36
| +1% | +$8.89K | 0.02% | 241 |
|
|
2020
Q4 | $790K | Sell |
3,423
-16
| -0.5% | -$3.69K | 0.02% | 239 |
|
|
2020
Q3 | $766K | Buy |
3,439
+1
| +0% | +$223 | 0.02% | 226 |
|
|
2020
Q2 | $660K | Buy |
3,438
+339
| +11% | +$65.1K | 0.02% | 240 |
|
|
2020
Q1 | $616K | Sell |
3,099
-161
| -5% | -$32K | 0.02% | 221 |
|
|
2019
Q4 | $694K | Sell |
3,260
-458
| -12% | -$97.5K | 0.02% | 244 |
|
|
2019
Q3 | $912K | Sell |
3,718
-1,567
| -30% | -$384K | 0.03% | 215 |
|
|
2019
Q2 | $1.26M | Buy |
5,285
+394
| +8% | +$93.8K | 0.04% | 185 |
|
|
2019
Q1 | $1.07M | Buy |
4,891
+293
| +6% | +$63.8K | 0.03% | 193 |
|
|
2018
Q4 | $931K | Buy |
4,598
+161
| +4% | +$32.6K | 0.04% | 184 |
|
|
2018
Q3 | $894K | Buy |
4,437
+294
| +7% | +$59.2K | 0.03% | 213 |
|
|
2018
Q2 | $941K | Buy |
4,143
+1,295
| +45% | +$294K | 0.03% | 208 |
|
|
2018
Q1 | $570K | Buy |
2,848
+305
| +12% | +$61K | 0.02% | 229 |
|
|
2017
Q4 | $532K | Sell |
2,543
-152
| -6% | -$31.8K | 0.02% | 249 |
|
|
2017
Q3 | $577K | Sell |
2,695
-30
| -1% | -$6.42K | 0.02% | 236 |
|
|
2017
Q2 | $568K | Sell |
2,725
-1,200
| -31% | -$250K | 0.02% | 239 |
|
|
2017
Q1 | $859K | Buy |
3,925
+489
| +14% | +$107K | 0.03% | 198 |
|
|
2016
Q4 | $768K | Buy |
3,436
+826
| +32% | +$185K | 0.03% | 205 |
|
|
2016
Q3 | $583K | Hold |
2,610
| – | – | 0.02% | 233 |
|
|
2016
Q2 | $667K | Buy |
2,610
+112
| +4% | +$28.6K | 0.03% | 211 |
|
|
2016
Q1 | $689K | Hold |
2,498
| – | – | 0.03% | 207 |
|
|
2015
Q4 | $619K | Buy |
2,498
+220
| +10% | +$54.5K | 0.03% | 226 |
|
|
2015
Q3 | $482K | Hold |
2,278
| – | – | 0.02% | 259 |
|
|
2015
Q2 | $420K | Sell |
2,278
-10
| -0.4% | -$1.84K | 0.02% | 296 |
|
|
2015
Q1 | $451K | Hold |
2,288
| – | – | 0.02% | 292 |
|
|
2014
Q4 | $423K | Buy |
2,288
+303
| +15% | +$56K | 0.02% | 265 |
|
|
2014
Q3 | $329K | Hold |
1,985
| – | – | 0.02% | 320 |
|
|
2014
Q2 | $340K | Sell |
1,985
-1,225
| -38% | -$210K | 0.02% | 320 |
|
|
2014
Q1 | $542K | Buy |
3,210
+1,225
| +62% | +$207K | 0.03% | 251 |
|
|
2013
Q4 | $299K | Sell |
1,985
-41
| -2% | -$6.18K | 0.02% | 329 |
|
|
2013
Q3 | $326K | Buy |
2,026
+41
| +2% | +$6.6K | 0.02% | 337 |
|
|
2013
Q2 | $305K | Buy |
+1,985
| New | +$305K | 0.02% | 349 |
|