Isthmus Partners’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 | $12.3M | Sell |
41,943
-15
| -0% | -$4.4K | 1.44% | 30 |
|
|
2025
Q1 | $12.6M | Buy |
41,958
+573
| +1% | +$171K | 1.57% | 23 |
|
|
2024
Q4 | $12.4M | Sell |
41,385
-11
| -0% | -$3.29K | 1.51% | 25 |
|
|
2024
Q3 | $15.1M | Buy |
41,396
+548
| +1% | +$199K | 1.79% | 16 |
|
|
2024
Q2 | $11.7M | Buy |
40,848
+756
| +2% | +$217K | 1.38% | 33 |
|
|
2024
Q1 | $11.6M | Buy |
40,092
+589
| +1% | +$171K | 1.32% | 33 |
|
|
2023
Q4 | $12M | Buy |
39,503
+2,070
| +6% | +$631K | 1.57% | 25 |
|
|
2023
Q3 | $9.86M | Buy |
37,433
+334
| +0.9% | +$88K | 1.42% | 28 |
|
|
2023
Q2 | $10.8M | Buy |
37,099
+1,079
| +3% | +$315K | 1.48% | 22 |
|
|
2023
Q1 | $10.9M | Buy |
36,020
+1,934
| +6% | +$584K | 1.53% | 18 |
|
|
2022
Q4 | $9.55M | Sell |
34,086
-1,400
| -4% | -$392K | 1.43% | 26 |
|
|
2022
Q3 | $10.4M | Buy |
35,486
+28
| +0.1% | +$8.2K | 1.79% | 10 |
|
|
2022
Q2 | $11.1M | Sell |
35,458
-74
| -0.2% | -$23.1K | 2.07% | 10 |
|
|
2022
Q1 | $13.9M | Buy |
35,532
+455
| +1% | +$178K | 2.28% | 4 |
|
|
2021
Q4 | $13.1M | Sell |
35,077
-298
| -0.8% | -$112K | 2.2% | 6 |
|
|
2021
Q3 | $10.5M | Sell |
35,375
-150
| -0.4% | -$44.6K | 1.91% | 9 |
|
|
2021
Q2 | $10.7M | Sell |
35,525
-1,045
| -3% | -$314K | 1.88% | 7 |
|
|
2021
Q1 | $9.02M | Buy |
36,570
+176
| +0.5% | +$43.4K | 1.66% | 26 |
|
|
2020
Q4 | $8.4M | Buy |
36,394
+479
| +1% | +$111K | 1.71% | 23 |
|
|
2020
Q3 | $8M | Buy |
35,915
+115
| +0.3% | +$25.6K | 1.87% | 24 |
|
|
2020
Q2 | $6.87M | Buy |
35,800
+515
| +1% | +$98.8K | 1.69% | 28 |
|
|
2020
Q1 | $7.01M | Sell |
35,285
-150
| -0.4% | -$29.8K | 2.15% | 13 |
|
|
2019
Q4 | $7.55M | Buy |
35,435
+449
| +1% | +$95.6K | 1.72% | 32 |
|
|
2019
Q3 | $8.58M | Sell |
34,986
-415
| -1% | -$102K | 2.03% | 10 |
|
|
2019
Q2 | $8.43M | Buy |
35,401
+19,311
| +120% | +$4.6M | 2.01% | 10 |
|
|
2019
Q1 | $1.15M | Sell |
16,090
-16,385
| -50% | -$1.18M | 0.28% | 68 |
|
|
2018
Q4 | $6.57M | Sell |
32,475
-1,945
| -6% | -$394K | 1.98% | 19 |
|
|
2018
Q3 | $6.94M | Buy |
34,420
+502
| +1% | +$101K | 1.75% | 30 |
|
|
2018
Q2 | $7.7M | Buy |
+33,918
| New | +$7.7M | 2.01% | 10 |
|