GW Henssler & Associates’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-614
| Closed | -$223K | – | 204 |
|
2024
Q4 | $223K | Hold |
614
| – | – | 0.01% | 154 |
|
2024
Q3 | $223K | Buy |
+614
| New | +$223K | 0.01% | 158 |
|
2022
Q4 | – | Sell |
-24,360
| Closed | -$7.13M | – | 218 |
|
2022
Q3 | $7.13M | Buy |
24,360
+361
| +2% | +$106K | 0.53% | 63 |
|
2022
Q2 | $7.5M | Buy |
23,999
+240
| +1% | +$75K | 0.56% | 60 |
|
2022
Q1 | $9.27M | Buy |
23,759
+210
| +0.9% | +$82K | 0.56% | 64 |
|
2021
Q4 | $8.82M | Sell |
23,549
-189
| -0.8% | -$70.8K | 0.56% | 66 |
|
2021
Q3 | $7.05M | Sell |
23,738
-1,292
| -5% | -$384K | 0.49% | 70 |
|
2021
Q2 | $7.53M | Buy |
25,030
+77
| +0.3% | +$23.2K | 0.5% | 68 |
|
2021
Q1 | $6.16M | Buy |
24,953
+444
| +2% | +$110K | 0.44% | 68 |
|
2020
Q4 | $5.66M | Buy |
24,509
+175
| +0.7% | +$40.4K | 0.43% | 66 |
|
2020
Q3 | $5.42M | Buy |
24,334
+1,249
| +5% | +$278K | 0.46% | 65 |
|
2020
Q2 | $4.43M | Buy |
23,085
+3,096
| +15% | +$594K | 0.39% | 63 |
|
2020
Q1 | $3.97M | Buy |
19,989
+4,864
| +32% | +$966K | 0.4% | 61 |
|
2019
Q4 | $3.22M | Buy |
15,125
+969
| +7% | +$206K | 0.27% | 70 |
|
2019
Q3 | $3.47M | Buy |
14,156
+866
| +7% | +$212K | 0.31% | 69 |
|
2019
Q2 | $3.17M | Buy |
13,290
+478
| +4% | +$114K | 0.29% | 73 |
|
2019
Q1 | $2.79M | Sell |
12,812
-572
| -4% | -$125K | 0.26% | 76 |
|
2018
Q4 | $2.71M | Buy |
13,384
+456
| +4% | +$92.3K | 0.29% | 76 |
|
2018
Q3 | $2.61M | Buy |
12,928
+329
| +3% | +$66.3K | 0.24% | 78 |
|
2018
Q2 | $2.86M | Buy |
12,599
+395
| +3% | +$89.6K | 0.28% | 74 |
|
2018
Q1 | $2.45M | Buy |
+12,204
| New | +$2.45M | 0.25% | 77 |
|