FAM
Formidable Asset Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
3,391
+112
| +3% | +$33.1K | 0.17% | 117 |
|
|
2025
Q1 | $981K | Sell |
3,279
-130
| -4% | -$38.9K | 0.16% | 120 |
|
|
2024
Q4 | $1.02M | Buy |
3,409
+346
| +11% | +$104K | 0.17% | 121 |
|
|
2024
Q3 | $1.11M | Sell |
3,063
-1,086
| -26% | -$395K | 0.18% | 111 |
|
|
2024
Q2 | $1.19M | Buy |
4,149
+209
| +5% | +$60.1K | 0.19% | 107 |
|
|
2024
Q1 | $1.14M | Sell |
3,940
-1,227
| -24% | -$356K | 0.19% | 111 |
|
|
2023
Q4 | $1.58M | Buy |
5,167
+2,173
| +73% | +$663K | 0.33% | 60 |
|
|
2023
Q3 | $789K | Buy |
2,994
+154
| +5% | +$40.6K | 0.17% | 118 |
|
|
2023
Q2 | $829K | Buy |
2,840
+267
| +10% | +$77.9K | 0.18% | 101 |
|
|
2023
Q1 | $777K | Sell |
2,573
-2,999
| -54% | -$906K | 0.16% | 110 |
|
|
2022
Q4 | $1.56M | Buy |
5,572
+2,228
| +67% | +$624K | 0.35% | 47 |
|
|
2022
Q3 | $980K | Buy |
3,344
+76
| +2% | +$22.3K | 0.23% | 83 |
|
|
2022
Q2 | $1.02M | Buy |
3,268
+490
| +18% | +$153K | 0.23% | 82 |
|
|
2022
Q1 | $1.08M | Buy |
2,778
+25
| +0.9% | +$9.76K | 0.21% | 91 |
|
|
2021
Q4 | $1.03M | Sell |
2,753
-2,583
| -48% | -$967K | 0.2% | 100 |
|
|
2021
Q3 | $1.59M | Buy |
+5,336
| New | +$1.59M | 0.3% | 65 |
|
|
2020
Q2 | – | Sell |
-4,341
| Closed | -$863K | – | 278 |
|
|
2020
Q1 | $863K | Sell |
4,341
-258
| -6% | -$51.3K | 0.34% | 65 |
|
|
2019
Q4 | $1.02M | Buy |
+4,599
| New | +$1.02M | 0.32% | 73 |
|
|
2019
Q3 | – | Sell |
-4,345
| Closed | -$1.05M | – | 205 |
|
|
2019
Q2 | $1.05M | Buy |
+4,345
| New | +$1.05M | 0.36% | 73 |
|
|
2017
Q2 | – | Sell |
-3,105
| Closed | -$647K | – | 187 |
|
|
2017
Q1 | $647K | Buy |
3,105
+417
| +16% | +$86.9K | 0.28% | 87 |
|
|
2016
Q4 | $601K | Buy |
2,688
+36
| +1% | +$8.05K | 0.3% | 84 |
|
|
2016
Q3 | $592K | Buy |
2,652
+193
| +8% | +$43.1K | 0.29% | 91 |
|
|
2016
Q2 | $619K | Buy |
+2,459
| New | +$619K | 0.34% | 79 |
|