HeadInvest LLC’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $240K | Sell |
887
-50
| -5% | -$14.3K | 0.05% | 204 |
|
|
2025
Q4 | $243K | Sell |
937
-34
| -4% | -$9.51K | 0.05% | 200 |
|
|
2025
Q3 | $280K | Sell |
971
-7
| -0.7% | -$2.01K | 0.06% | 187 |
|
|
2025
Q2 | $287K | Sell |
978
-24
| -2% | -$7.11K | 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% | -$6.7K | 0.06% | 183 |
|
|
2023
Q1 | $310K | Hold |
1,025
| – | – | 0.07% | 179 |
|
|
2022
Q4 | $287K | Sell |
1,025
-78
| -7% | -$22.7K | 0.06% | 180 |
|
|
2022
Q3 | $323K | Buy |
1,103
+15
| +1% | +$4.88K | 0.08% | 165 |
|
|
2022
Q2 | $340K | Hold |
1,088
| – | – | 0.08% | 166 |
|
|
2022
Q1 | $425K | Sell |
1,088
-21
| -2% | -$7.62K | 0.08% | 159 |
|
|
2021
Q4 | $415K | Buy |
1,109
+14
| +1% | +$4.68K | 0.07% | 165 |
|
|
2021
Q3 | $325K | Sell |
1,095
-30
| -3% | -$9.41K | 0.06% | 177 |
|
|
2021
Q2 | $338K | Buy |
1,125
+37
| +3% | +$10.4K | 0.06% | 176 |
|
|
2021
Q1 | $268K | Buy |
1,088
+167
| +18% | +$38.9K | 0.05% | 192 |
|
|
2020
Q4 | $213K | Buy |
+921
| New | +$211K | 0.05% | 202 |
|
Other funds holding PSA
VPM
VCM
