HB Wealth Management’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 | $1.08M | Buy |
3,667
+506
| +16% | +$148K | 0.01% | 503 |
|
|
2025
Q1 | $946K | Buy |
3,161
+388
| +14% | +$116K | 0.01% | 547 |
|
|
2024
Q4 | $830K | Sell |
2,773
-140
| -5% | -$41.9K | 0.01% | 455 |
|
|
2024
Q3 | $1.06M | Buy |
2,913
+216
| +8% | +$78.6K | 0.01% | 382 |
|
|
2024
Q2 | $776K | Buy |
2,697
+1,246
| +86% | +$358K | 0.01% | 422 |
|
|
2024
Q1 | $421K | Buy |
1,451
+46
| +3% | +$13.3K | 0.01% | 550 |
|
|
2023
Q4 | $429K | Buy |
+1,405
| New | +$429K | 0.01% | 505 |
|