Hummer Financial Advisory Services’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 | $952K | Hold |
3,244
| – | – | 0.72% | 30 |
|
|
2025
Q1 | $971K | Hold |
3,244
| – | – | 0.79% | 30 |
|
|
2024
Q4 | $971K | Hold |
3,244
| – | – | 0.77% | 24 |
|
|
2024
Q3 | $1.18M | Hold |
3,244
| – | – | 0.93% | 22 |
|
|
2024
Q2 | $933K | Sell |
3,244
-200
| -6% | -$57.5K | 0.81% | 25 |
|
|
2024
Q1 | $999K | Buy |
3,444
+200
| +6% | +$58K | 0.82% | 22 |
|
|
2023
Q4 | $989K | Hold |
3,244
| – | – | 0.9% | 22 |
|
|
2023
Q3 | $855K | Hold |
3,244
| – | – | 0.87% | 23 |
|
|
2023
Q2 | $947K | Hold |
3,244
| – | – | 0.93% | 23 |
|
|
2023
Q1 | $980K | Hold |
3,244
| – | – | 1.04% | 21 |
|
|
2022
Q4 | $909K | Sell |
3,244
-35
| -1% | -$9.81K | 1% | 23 |
|
|
2022
Q3 | $960K | Sell |
3,279
-200
| -6% | -$58.6K | 1.13% | 21 |
|
|
2022
Q2 | $1.09M | Sell |
3,479
-100
| -3% | -$31.3K | 1.23% | 18 |
|
|
2022
Q1 | $1.4M | Buy |
3,579
+100
| +3% | +$39K | 1.26% | 13 |
|
|
2021
Q4 | $1.3M | Sell |
3,479
-400
| -10% | -$150K | 1.1% | 17 |
|
|
2021
Q3 | $1.15M | Hold |
3,879
| – | – | 1.06% | 18 |
|
|
2021
Q2 | $1.17M | Hold |
3,879
| – | – | 1.08% | 17 |
|
|
2021
Q1 | $957K | Sell |
3,879
-200
| -5% | -$49.3K | 0.93% | 22 |
|
|
2020
Q4 | $942K | Sell |
4,079
-200
| -5% | -$46.2K | 0.99% | 19 |
|
|
2020
Q3 | $953K | Hold |
4,279
| – | – | 1.12% | 16 |
|
|
2020
Q2 | $821K | Buy |
4,279
+200
| +5% | +$38.4K | 1.05% | 19 |
|
|
2020
Q1 | $810K | Buy |
4,079
+100
| +3% | +$19.9K | 1.22% | 18 |
|
|
2019
Q4 | $847K | Buy |
+3,979
| New | +$847K | 0.92% | 27 |
|