GeoWealth Management’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
10,581
+819
| +8% | +$121K | 0.06% | 184 |
|
|
2025
Q1 | $1.45M | Buy |
9,762
+324
| +3% | +$48.1K | 0.06% | 204 |
|
|
2024
Q4 | $1.41M | Buy |
9,438
+1,740
| +23% | +$260K | 0.05% | 231 |
|
|
2024
Q3 | $1.39M | Sell |
7,698
-228
| -3% | -$41.1K | 0.05% | 237 |
|
|
2024
Q2 | $1.23M | Buy |
7,926
+1,487
| +23% | +$231K | 0.05% | 227 |
|
|
2024
Q1 | $947K | Buy |
+6,439
| New | +$947K | 0.04% | 307 |
|