GWMIA
Global Wealth Management Investment Advisory’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Buy |
3,215
+292
| +10% | +$85.7K | 0.18% | 101 |
|
|
2025
Q1 | $875K | Buy |
2,923
+738
| +34% | +$221K | 0.18% | 104 |
|
|
2024
Q4 | $654K | Buy |
2,185
+236
| +12% | +$70.7K | 0.13% | 105 |
|
|
2024
Q3 | $709K | Buy |
1,949
+239
| +14% | +$87K | 0.15% | 104 |
|
|
2024
Q2 | $492K | Buy |
1,710
+99
| +6% | +$28.5K | 0.11% | 112 |
|
|
2024
Q1 | $467K | Sell |
1,611
-1
| -0.1% | -$290 | 0.11% | 115 |
|
|
2023
Q4 | $492K | Buy |
1,612
+172
| +12% | +$52.5K | 0.13% | 114 |
|
|
2023
Q3 | $379K | Buy |
1,440
+105
| +8% | +$27.7K | 0.11% | 119 |
|
|
2023
Q2 | $390K | Buy |
1,335
+101
| +8% | +$29.5K | 0.11% | 120 |
|
|
2023
Q1 | $373K | Buy |
1,234
+72
| +6% | +$21.8K | 0.11% | 116 |
|
|
2022
Q4 | $326K | Buy |
1,162
+83
| +8% | +$23.3K | 0.11% | 115 |
|
|
2022
Q3 | $316K | Buy |
1,079
+99
| +10% | +$29K | 0.11% | 114 |
|
|
2022
Q2 | $306K | Buy |
980
+69
| +8% | +$21.5K | 0.1% | 122 |
|
|
2022
Q1 | $355K | Buy |
911
+107
| +13% | +$41.7K | 0.11% | 114 |
|
|
2021
Q4 | $301K | Buy |
804
+105
| +15% | +$39.3K | 0.09% | 124 |
|
|
2021
Q3 | $208K | Sell |
699
-7,003
| -91% | -$2.08M | 0.07% | 135 |
|
|
2021
Q2 | $2.32M | Buy |
7,702
+84
| +1% | +$25.3K | 0.77% | 48 |
|
|
2021
Q1 | $1.88M | Sell |
7,618
-1,193
| -14% | -$294K | 0.68% | 50 |
|
|
2020
Q4 | $2.04M | Sell |
8,811
-3
| -0% | -$693 | 0.79% | 44 |
|
|
2020
Q3 | $1.96M | Sell |
8,814
-202
| -2% | -$45K | 0.85% | 40 |
|
|
2020
Q2 | $1.73M | Buy |
9,016
+193
| +2% | +$37K | 0.74% | 52 |
|
|
2020
Q1 | $1.75M | Sell |
8,823
-219
| -2% | -$43.5K | 0.88% | 40 |
|
|
2019
Q4 | $1.93M | Buy |
9,042
+1,623
| +22% | +$346K | 0.81% | 53 |
|
|
2019
Q3 | $1.82M | Buy |
7,419
+308
| +4% | +$75.6K | 0.83% | 49 |
|
|
2019
Q2 | $1.69M | Buy |
7,111
+271
| +4% | +$64.6K | 0.82% | 51 |
|
|
2019
Q1 | $1.49M | Buy |
6,840
+853
| +14% | +$186K | 0.77% | 49 |
|
|
2018
Q4 | $1.21M | Buy |
+5,987
| New | +$1.21M | 0.71% | 53 |
|