Jamison Private Wealth Management’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 | $299K | Sell |
1,017
-917
| -47% | -$269K | 0.04% | 176 |
|
|
2025
Q1 | $579K | Buy |
1,934
+4
| +0.2% | +$1.2K | 0.09% | 136 |
|
|
2024
Q4 | $578K | Buy |
1,930
+892
| +86% | +$267K | 0.09% | 135 |
|
|
2024
Q3 | $378K | Buy |
1,038
+3
| +0.3% | +$1.09K | 0.06% | 147 |
|
|
2024
Q2 | $298K | Buy |
1,035
+4
| +0.4% | +$1.15K | 0.05% | 151 |
|
|
2024
Q1 | $299K | Sell |
1,031
-78
| -7% | -$22.6K | 0.05% | 152 |
|
|
2023
Q4 | $338K | Sell |
1,109
-99
| -8% | -$30.2K | 0.06% | 150 |
|
|
2023
Q3 | $318K | Buy |
+1,208
| New | +$318K | 0.07% | 145 |
|