HM Payson & Co’s Extra Space Storage EXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$200K Hold
2025
Q2
$209K Hold
2025
Q1
$211K Sell
2024
Q4
$235K Sell
2024
Q3
$283K Buy
2024
Q2
$23.3K Hold
2024
Q1
$22.1K Hold
2023
Q4
$24.1K Hold
2023
Q3
$18.2K Hold
2023
Q2
$22.3K Hold
2023
Q1
$24.4K Sell
2022
Q4
$29.4K Hold
2022
Q3
$35K Sell
2022
Q2
$43K Hold
2022
Q1
$52K Buy
2021
Q4
$46K Hold
2021
Q3
$34K Buy
2021
Q2
$31K Buy
2021
Q1
$20K Sell
2020
Q4
$52K Sell
2020
Q3
$49K Buy