FPTW
Franklin, Parlapiano, Turner & Welch’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.67M | Buy |
26,129
+309
| +1% | +$90.7K | 2% | 18 |
|
|
2025
Q1 | $7.73M | Buy |
25,820
+215
| +0.8% | +$64.3K | 2.08% | 19 |
|
|
2024
Q4 | $7.67M | Sell |
25,605
-766
| -3% | -$229K | 2.08% | 16 |
|
|
2024
Q3 | $9.6M | Buy |
26,371
+20
| +0.1% | +$7.28K | 2.48% | 10 |
|
|
2024
Q2 | $7.58M | Buy |
26,351
+335
| +1% | +$96.4K | 2.1% | 16 |
|
|
2024
Q1 | $7.55M | Buy |
26,016
+279
| +1% | +$80.9K | 2.07% | 19 |
|
|
2023
Q4 | $7.85M | Buy |
25,737
+1,341
| +5% | +$409K | 2.25% | 14 |
|
|
2023
Q3 | $6.43M | Buy |
24,396
+589
| +2% | +$155K | 2% | 22 |
|
|
2023
Q2 | $6.95M | Buy |
23,807
+265
| +1% | +$77.3K | 2.06% | 23 |
|
|
2023
Q1 | $7.11M | Buy |
23,542
+141
| +0.6% | +$42.6K | 2.26% | 18 |
|
|
2022
Q4 | $6.56M | Buy |
23,401
+385
| +2% | +$108K | 2.15% | 22 |
|
|
2022
Q3 | $6.74M | Buy |
23,016
+9
| +0% | +$2.64K | 2.4% | 12 |
|
|
2022
Q2 | $7.19M | Sell |
23,007
-709
| -3% | -$222K | 2.43% | 11 |
|
|
2022
Q1 | $9.26M | Sell |
23,716
-524
| -2% | -$205K | 2.75% | 6 |
|
|
2021
Q4 | $9.08M | Sell |
24,240
-943
| -4% | -$353K | 2.61% | 6 |
|
|
2021
Q3 | $7.48M | Sell |
25,183
-902
| -3% | -$268K | 2.35% | 7 |
|
|
2021
Q2 | $7.84M | Sell |
26,085
-326
| -1% | -$98K | 2.42% | 7 |
|
|
2021
Q1 | $6.52M | Buy |
26,411
+600
| +2% | +$148K | 2.19% | 18 |
|
|
2020
Q4 | $5.96M | Buy |
25,811
+213
| +0.8% | +$49.2K | 2.16% | 19 |
|
|
2020
Q3 | $5.7M | Buy |
25,598
+805
| +3% | +$179K | 2.3% | 14 |
|
|
2020
Q2 | $4.76M | Buy |
24,793
+125
| +0.5% | +$24K | 1.97% | 20 |
|
|
2020
Q1 | $4.9M | Buy |
24,668
+727
| +3% | +$144K | 2.25% | 18 |
|
|
2019
Q4 | $5.1M | Buy |
23,941
+1,214
| +5% | +$259K | 1.92% | 24 |
|
|
2019
Q3 | $5.57M | Buy |
22,727
+221
| +1% | +$54.2K | 2.17% | 19 |
|
|
2019
Q2 | $5.36M | Buy |
22,506
+46
| +0.2% | +$11K | 2.1% | 21 |
|
|
2019
Q1 | $4.89M | Buy |
22,460
+241
| +1% | +$52.5K | 1.93% | 23 |
|
|
2018
Q4 | $4.5M | Buy |
22,219
+660
| +3% | +$134K | 1.98% | 22 |
|
|
2018
Q3 | $4.35M | Buy |
21,559
+674
| +3% | +$136K | 1.74% | 24 |
|
|
2018
Q2 | $4.74M | Buy |
20,885
+700
| +3% | +$159K | 1.95% | 16 |
|
|
2018
Q1 | $4.05M | Buy |
20,185
+493
| +3% | +$98.8K | 1.72% | 22 |
|
|
2017
Q4 | $4.12M | Buy |
19,692
+941
| +5% | +$197K | 1.69% | 23 |
|
|
2017
Q3 | $4.01M | Buy |
18,751
+1,532
| +9% | +$328K | 1.72% | 24 |
|
|
2017
Q2 | $3.59M | Buy |
17,219
+965
| +6% | +$201K | 1.64% | 24 |
|
|
2017
Q1 | $3.56M | Buy |
16,254
+808
| +5% | +$177K | 1.65% | 24 |
|
|
2016
Q4 | $3.45M | Buy |
15,446
+294
| +2% | +$65.7K | 1.71% | 23 |
|
|
2016
Q3 | $3.38M | Buy |
15,152
+1,032
| +7% | +$230K | 1.72% | 23 |
|
|
2016
Q2 | $3.61M | Buy |
14,120
+260
| +2% | +$66.5K | 1.92% | 19 |
|
|
2016
Q1 | $3.82M | Buy |
13,860
+608
| +5% | +$168K | 2.11% | 13 |
|
|
2015
Q4 | $3.28M | Buy |
13,252
+630
| +5% | +$156K | 1.94% | 17 |
|
|
2015
Q3 | $2.67M | Sell |
12,622
-92
| -0.7% | -$19.5K | 1.76% | 23 |
|
|
2015
Q2 | $2.34M | Buy |
+12,714
| New | +$2.34M | 1.55% | 26 |
|