FMWA
Forvis Mazars Wealth Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
1,737
-3
| -0.2% | -$880 | 0.01% | 282 |
|
|
2025
Q1 | $521K | Hold |
1,740
| – | – | 0.01% | 276 |
|
|
2024
Q4 | $521K | Hold |
1,740
| – | – | 0.01% | 303 |
|
|
2024
Q3 | $633K | Sell |
1,740
-3
| -0.2% | -$1.09K | 0.01% | 283 |
|
|
2024
Q2 | $501K | Buy |
+1,743
| New | +$501K | 0.01% | 291 |
|
|
2021
Q1 | – | Sell |
-2,976
| Closed | -$687K | – | 338 |
|
|
2020
Q4 | $687K | Buy |
2,976
+64
| +2% | +$14.8K | 0.03% | 178 |
|
|
2020
Q3 | $649K | Buy |
2,912
+81
| +3% | +$18.1K | 0.04% | 174 |
|
|
2020
Q2 | $543K | Buy |
2,831
+975
| +53% | +$187K | 0.04% | 186 |
|
|
2020
Q1 | $369K | Buy |
+1,856
| New | +$369K | 0.03% | 198 |
|