FC
Forte Capital’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
8,307
+83
| +1% | +$24.4K | 0.26% | 74 |
|
|
2025
Q1 | $2.46M | Sell |
8,224
-23
| -0.3% | -$6.88K | 0.29% | 69 |
|
|
2024
Q4 | $2.47M | Sell |
8,247
-853
| -9% | -$255K | 0.28% | 64 |
|
|
2024
Q3 | $3.31M | Sell |
9,100
-4
| -0% | -$1.46K | 0.37% | 54 |
|
|
2024
Q2 | $2.62M | Sell |
9,104
-354
| -4% | -$102K | 0.32% | 58 |
|
|
2024
Q1 | $2.74M | Sell |
9,458
-59
| -0.6% | -$17.1K | 0.34% | 55 |
|
|
2023
Q4 | $2.9M | Buy |
9,517
+2,286
| +32% | +$697K | 0.4% | 53 |
|
|
2023
Q3 | $1.91M | Sell |
7,231
-56
| -0.8% | -$14.8K | 0.29% | 71 |
|
|
2023
Q2 | $2.13M | Buy |
7,287
+1,002
| +16% | +$292K | 0.31% | 65 |
|
|
2023
Q1 | $1.9M | Sell |
6,285
-40
| -0.6% | -$12.1K | 0.29% | 71 |
|
|
2022
Q4 | $1.77M | Sell |
6,325
-23
| -0.4% | -$6.44K | 0.3% | 70 |
|
|
2022
Q3 | $1.86M | Buy |
6,348
+31
| +0.5% | +$9.08K | 0.34% | 63 |
|
|
2022
Q2 | $1.98M | Buy |
6,317
+1,907
| +43% | +$596K | 0.34% | 63 |
|
|
2022
Q1 | $1.65M | Hold |
4,410
| – | – | 0.21% | 80 |
|
|
2021
Q4 | $1.65M | Sell |
4,410
-5
| -0.1% | -$1.87K | 0.21% | 80 |
|
|
2021
Q3 | $1.31M | Sell |
4,415
-35
| -0.8% | -$10.4K | 0.18% | 89 |
|
|
2021
Q2 | $1.34M | Sell |
4,450
-460
| -9% | -$138K | 0.18% | 85 |
|
|
2021
Q1 | $1.21M | Hold |
4,910
| – | – | 0.19% | 92 |
|
|
2020
Q4 | $1.13M | Sell |
4,910
-355
| -7% | -$82K | 0.17% | 87 |
|
|
2020
Q3 | $1.17M | Sell |
5,265
-130
| -2% | -$29K | 0.22% | 77 |
|
|
2020
Q2 | $1.04M | Buy |
+5,395
| New | +$1.04M | 0.22% | 75 |
|