Great Valley Advisor Group’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$626K Buy
2,131
+8
+0.4% +$2.35K 0.01% 549
2025
Q1
$635K Hold
2,123
0.01% 535
2024
Q4
$636K Buy
2,123
+1
+0% +$299 0.01% 530
2024
Q3
$773K Buy
2,122
+53
+3% +$19.3K 0.02% 471
2024
Q2
$595K Buy
2,069
+28
+1% +$8.06K 0.02% 494
2024
Q1
$592K Sell
2,041
-31
-1% -$9K 0.02% 454
2023
Q4
$632K Buy
2,072
+36
+2% +$11K 0.02% 411
2023
Q3
$536K Buy
2,036
+9
+0.4% +$2.37K 0.02% 421
2023
Q2
$592K Buy
+2,027
New +$592K 0.02% 409