Everett Harris & Co’s Public Storage PSA Stock Holding History

Everett Harris & Co’s Portfolio PSA Stock Details PSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$438K	Hold	1,492	–	–	0.01%	235
2025 Q1	$447K	Hold	1,492	–	–	0.01%	217
2024 Q4	$447K	Hold	1,492	–	–	0.01%	208
2024 Q3	$543K	Buy	1,492 +100	+7%	+$36.4K	0.01%	183
2024 Q2	$400K	Hold	1,392	–	–	0.01%	199
2024 Q1	$404K	Hold	1,392	–	–	0.01%	198
2023 Q4	$425K	Hold	1,392	–	–	0.01%	186
2023 Q3	$367K	Hold	1,392	–	–	0.01%	196
2023 Q2	$406K	Hold	1,392	–	–	0.01%	187
2023 Q1	$421K	Sell	1,392 -406	-23%	-$123K	0.01%	183
2022 Q4	$504K	Hold	1,798	–	–	0.01%	172
2022 Q3	$526K	Sell	1,798 -200	-10%	-$58.5K	0.01%	161
2022 Q2	$625K	Hold	1,998	–	–	0.01%	158
2022 Q1	$780K	Hold	1,998	–	–	0.01%	158
2021 Q4	$748K	Hold	1,998	–	–	0.01%	156
2021 Q3	$594K	Hold	1,998	–	–	0.01%	168
2021 Q2	$601K	Hold	1,998	–	–	0.01%	165
2021 Q1	$493K	Hold	1,998	–	–	0.01%	176
2020 Q4	$461K	Hold	1,998	–	–	0.01%	180
2020 Q3	$445K	Hold	1,998	–	–	0.01%	175
2020 Q2	$383K	Hold	1,998	–	–	0.01%	172
2020 Q1	$397K	Buy	1,998 +120	+6%	+$23.8K	0.01%	161
2019 Q4	$400K	Hold	1,878	–	–	0.01%	199
2019 Q3	$461K	Hold	1,878	–	–	0.01%	175
2019 Q2	$447K	Hold	1,878	–	–	0.01%	184
2019 Q1	$409K	Hold	1,878	–	–	0.01%	185
2018 Q4	$380K	Hold	1,878	–	–	0.01%	180
2018 Q3	$379K	Hold	1,878	–	–	0.01%	193
2018 Q2	$426K	Hold	1,878	–	–	0.01%	178
2018 Q1	$376K	Hold	1,878	–	–	0.01%	185
2017 Q4	$393K	Hold	1,878	–	–	0.01%	188
2017 Q3	$402K	Hold	1,878	–	–	0.01%	184
2017 Q2	$392K	Hold	1,878	–	–	0.01%	183
2017 Q1	$411K	Hold	1,878	–	–	0.01%	178
2016 Q4	$420K	Hold	1,878	–	–	0.01%	172
2016 Q3	$419K	Hold	1,878	–	–	0.01%	173
2016 Q2	$480K	Hold	1,878	–	–	0.02%	168
2016 Q1	$518K	Hold	1,878	–	–	0.02%	172
2015 Q4	$465K	Hold	1,878	–	–	0.02%	172
2015 Q3	$397K	Sell	1,878 -260	-12%	-$55K	0.01%	181
2015 Q2	$394K	Hold	2,138	–	–	0.01%	183
2015 Q1	$421K	Hold	2,138	–	–	0.01%	176
2014 Q4	$395K	Hold	2,138	–	–	0.01%	177
2014 Q3	$355K	Hold	2,138	–	–	0.01%	181
2014 Q2	$366K	Hold	2,138	–	–	0.01%	180
2014 Q1	$360K	Hold	2,138	–	–	0.01%	180
2013 Q4	$322K	Hold	2,138	–	–	0.01%	178
2013 Q3	$343K	Hold	2,138	–	–	0.01%	161
2013 Q2	$328K	Buy	+2,138	New	+$328K	0.01%	168