Horizon Investments’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 | $3.98M | Buy |
13,551
+8,302
| +158% | +$2.44M | 0.06% | 230 |
|
|
2025
Q1 | $1.57M | Buy |
5,249
+422
| +9% | +$126K | 0.05% | 224 |
|
|
2024
Q4 | $1.45M | Sell |
4,827
-34
| -0.7% | -$10.2K | 0.04% | 228 |
|
|
2024
Q3 | $1.77M | Sell |
4,861
-6
| -0.1% | -$2.18K | 0.05% | 199 |
|
|
2024
Q2 | $1.4M | Sell |
4,867
-63
| -1% | -$18.1K | 0.04% | 214 |
|
|
2024
Q1 | $1.43M | Buy |
4,930
+262
| +6% | +$76K | 0.04% | 210 |
|
|
2023
Q4 | $1.42M | Sell |
4,668
-1,045
| -18% | -$319K | 0.04% | 188 |
|
|
2023
Q3 | $1.51M | Buy |
5,713
+439
| +8% | +$116K | 0.05% | 140 |
|
|
2023
Q2 | $1.54M | Buy |
5,274
+1,369
| +35% | +$400K | 0.04% | 140 |
|
|
2023
Q1 | $1.18M | Sell |
3,905
-1,417
| -27% | -$428K | 0.03% | 163 |
|
|
2022
Q4 | $1.49M | Buy |
5,322
+1,682
| +46% | +$471K | 0.04% | 164 |
|
|
2022
Q3 | $1.07M | Buy |
3,640
+811
| +29% | +$238K | 0.03% | 205 |
|
|
2022
Q2 | $850K | Sell |
2,829
-1,004
| -26% | -$302K | 0.03% | 199 |
|
|
2022
Q1 | $1.5M | Buy |
3,833
+904
| +31% | +$353K | 0.04% | 175 |
|
|
2021
Q4 | $1.1M | Buy |
2,929
+60
| +2% | +$22.5K | 0.03% | 195 |
|
|
2021
Q3 | $852K | Sell |
2,869
-2
| -0.1% | -$594 | 0.02% | 224 |
|
|
2021
Q2 | $863K | Sell |
2,871
-575
| -17% | -$173K | 0.03% | 232 |
|
|
2021
Q1 | $850K | Buy |
+3,446
| New | +$850K | 0.03% | 228 |
|
|
2020
Q4 | – | Sell |
-4,379
| Closed | -$975K | – | 323 |
|
|
2020
Q3 | $975K | Sell |
4,379
-4,222
| -49% | -$940K | 0.03% | 192 |
|
|
2020
Q2 | $1.65M | Buy |
8,601
+6,691
| +350% | +$1.28M | 0.04% | 167 |
|
|
2020
Q1 | $379K | Buy |
1,910
+54
| +3% | +$10.7K | 0.02% | 208 |
|
|
2019
Q4 | $395K | Buy |
1,856
+416
| +29% | +$88.5K | 0.02% | 342 |
|
|
2019
Q3 | $353K | Buy |
1,440
+420
| +41% | +$103K | 0.01% | 200 |
|
|
2019
Q2 | $243K | Sell |
1,020
-13,255
| -93% | -$3.16M | 0.01% | 467 |
|
|
2019
Q1 | $3.11M | Buy |
+14,275
| New | +$3.11M | 0.11% | 78 |
|
|
2018
Q4 | – | Sell |
-10,739
| Closed | -$2.17M | – | 280 |
|
|
2018
Q3 | $2.17M | Buy |
10,739
+9,821
| +1,070% | +$1.98M | 0.07% | 70 |
|
|
2018
Q2 | $208K | Sell |
918
-8,364
| -90% | -$1.9M | 0.01% | 227 |
|
|
2018
Q1 | $1.86M | Buy |
+9,282
| New | +$1.86M | 0.08% | 64 |
|