GM
GeoWealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
6,764
-426
| -6% | -$125K | 0.08% | 155 |
|
|
2025
Q1 | $2.15M | Buy |
7,190
+29
| +0.4% | +$8.68K | 0.09% | 134 |
|
|
2024
Q4 | $2.14M | Buy |
7,161
+1,403
| +24% | +$420K | 0.07% | 179 |
|
|
2024
Q3 | $2.1M | Buy |
5,758
+484
| +9% | +$176K | 0.07% | 177 |
|
|
2024
Q2 | $1.52M | Buy |
5,274
+270
| +5% | +$77.7K | 0.07% | 195 |
|
|
2024
Q1 | $1.45M | Buy |
+5,004
| New | +$1.45M | 0.06% | 229 |
|
|
2022
Q4 | – | Sell |
-1,367
| Closed | -$401K | – | 387 |
|
|
2022
Q3 | $401K | Buy |
1,367
+55
| +4% | +$16.1K | 0.04% | 184 |
|
|
2022
Q2 | $413K | Buy |
1,312
+46
| +4% | +$14.5K | 0.06% | 176 |
|
|
2022
Q1 | $494K | Buy |
+1,266
| New | +$494K | 0.04% | 208 |
|