HHM Wealth Advisors’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 | $7.92K | Hold |
27
| – | – | ﹤0.01% | 642 |
|
2025
Q1 | $8.08K | Sell |
27
-3
| -10% | -$898 | ﹤0.01% | 617 |
|
2024
Q4 | $8.98K | Buy |
30
+3
| +11% | +$898 | ﹤0.01% | 610 |
|
2024
Q3 | $9.83K | Hold |
27
| – | – | ﹤0.01% | 565 |
|
2024
Q2 | $7.77K | Sell |
27
-101
| -79% | -$29.1K | ﹤0.01% | 589 |
|
2024
Q1 | $37.1K | Hold |
128
| – | – | 0.01% | 335 |
|
2023
Q4 | $39K | Hold |
128
| – | – | 0.01% | 321 |
|
2023
Q3 | $33.7K | Hold |
128
| – | – | 0.01% | 327 |
|
2023
Q2 | $37.4K | Sell |
128
-22
| -15% | -$6.42K | 0.01% | 328 |
|
2023
Q1 | $45.3K | Buy |
150
+25
| +20% | +$7.55K | 0.01% | 291 |
|
2022
Q4 | $35K | Buy |
125
+24
| +24% | +$6.73K | 0.01% | 282 |
|
2022
Q3 | $30K | Buy |
101
+40
| +66% | +$11.9K | 0.01% | 302 |
|
2022
Q2 | $19K | Hold |
61
| – | – | ﹤0.01% | 437 |
|
2022
Q1 | $24K | Buy |
+61
| New | +$24K | 0.01% | 419 |
|