GWMR
GC Wealth Management RIA’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.33M | Buy |
24,997
+489
| +2% | +$143K | 0.6% | 30 |
|
|
2025
Q1 | $7.33M | Buy |
24,508
+234
| +1% | +$70K | 1.35% | 17 |
|
|
2024
Q4 | $7.27M | Buy |
24,274
+499
| +2% | +$149K | 1.28% | 17 |
|
|
2024
Q3 | $8.65M | Buy |
23,775
+905
| +4% | +$329K | 1.51% | 11 |
|
|
2024
Q2 | $6.58M | Buy |
22,870
+414
| +2% | +$119K | 1.3% | 17 |
|
|
2024
Q1 | $6.51M | Buy |
+22,456
| New | +$6.51M | 1.3% | 14 |
|