HeadInvest LLC’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
$287K Sell
978
-24
-2% -$7.04K 0.06% 184
2025
Q1
$300K Hold
1,002
0.06% 192
2024
Q4
$300K Hold
1,002
0.06% 194
2024
Q3
$365K Hold
1,002
0.07% 176
2024
Q2
$288K Hold
1,002
0.06% 185
2024
Q1
$291K Hold
1,002
0.06% 192
2023
Q4
$306K Hold
1,002
0.06% 182
2023
Q3
$261K Hold
1,002
0.06% 188
2023
Q2
$287K Sell
1,002
-23
-2% -$6.6K 0.06% 183
2023
Q1
$310K Hold
1,025
0.07% 179
2022
Q4
$287K Sell
1,025
-78
-7% -$21.9K 0.06% 180
2022
Q3
$323K Buy
1,103
+15
+1% +$4.39K 0.08% 165
2022
Q2
$340K Hold
1,088
0.08% 166
2022
Q1
$425K Sell
1,088
-21
-2% -$8.2K 0.08% 159
2021
Q4
$415K Buy
1,109
+14
+1% +$5.24K 0.07% 165
2021
Q3
$325K Sell
1,095
-30
-3% -$8.9K 0.06% 177
2021
Q2
$338K Buy
1,125
+37
+3% +$11.1K 0.06% 176
2021
Q1
$268K Buy
1,088
+167
+18% +$41.1K 0.05% 192
2020
Q4
$213K Buy
+921
New +$213K 0.05% 202