Evercore 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 | $635K | Hold |
|
|||||
|
2025
Q1 | $647K | Hold |
|
|||||
|
2024
Q4 | $648K | Sell |
|
|||||
|
2024
Q3 | $814K | Hold |
|
|||||
|
2024
Q2 | $643K | Sell |
|
|||||
|
2024
Q1 | $649K | Sell |
|
|||||
|
2023
Q4 | $962K | Sell |
|
|||||
|
2023
Q3 | $953K | Hold |
|
|||||
|
2023
Q2 | $1.06M | Buy |
|
|||||
|
2023
Q1 | $949K | Hold |
|
|||||
|
2022
Q4 | $880K | Buy |
|
|||||
|
2022
Q3 | $899K | Sell |
|
|||||
|
2022
Q2 | $964K | Sell |
|
|||||
|
2022
Q1 | $1.21M | Hold |
|
|||||
|
2021
Q4 | $1.16M | Hold |
|
|||||
|
2021
Q3 | $916K | Hold |
|
|||||
|
2021
Q2 | $929K | Sell |
|
|||||
|
2021
Q1 | $854K | Buy |
|
|||||
|
2020
Q4 | $790K | Sell |
|
|||||
|
2020
Q3 | $766K | Buy |
|
|||||
|
2020
Q2 | $660K | Buy |
|
|||||
|
2020
Q1 | $616K | Sell |
|
|||||
|
2019
Q4 | $694K | Sell |
|
|||||
|
2019
Q3 | $912K | Sell |
|
|||||
|
2019
Q2 | $1.26M | Buy |
|
|||||
|
2019
Q1 | $1.06M | Buy |
|
|||||
|
2018
Q4 | $931K | Buy |
|
|||||
|
2018
Q3 | $894K | Buy |
|
|||||
|
2018
Q2 | $941K | Buy |
|
|||||
|
2018
Q1 | $570K | Buy |
|
|||||
|
2017
Q4 | $532K | Sell |
|
|||||
|
2017
Q3 | $577K | Sell |
|
|||||
|
2017
Q2 | $568K | Sell |
|
|||||
|
2017
Q1 | $859K | Buy |
|
|||||
|
2016
Q4 | $768K | Buy |
|
|||||
|
2016
Q3 | $583K | Hold |
|
|||||
|
2016
Q2 | $667K | Buy |
|
|||||
|
2016
Q1 | $689K | Hold |
|
|||||
|
2015
Q4 | $619K | Buy |
|
|||||
|
2015
Q3 | $482K | Hold |
|
|||||
|
2015
Q2 | $420K | Sell |
|
|||||
|
2015
Q1 | $451K | Hold |
|
|||||
|
2014
Q4 | $423K | Buy |
|
|||||
|
2014
Q3 | $329K | Hold |
|
|||||
|
2014
Q2 | $340K | Sell |
|
|||||
|
2014
Q1 | $542K | Buy |
|
|||||
|
2013
Q4 | $299K | Sell |
|
|||||
|
2013
Q3 | $326K | Buy |
|
|||||
|
2013
Q2 | $305K | Buy |
|