JWM
JGP Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
6,490
-297
| -4% | -$87.1K | 0.23% | 64 |
|
|
2025
Q1 | $2.03M | Sell |
6,787
-921
| -12% | -$276K | 0.27% | 61 |
|
|
2024
Q4 | $2.31M | Buy |
7,708
+129
| +2% | +$38.6K | 0.3% | 56 |
|
|
2024
Q3 | $2.76M | Sell |
7,579
-46
| -0.6% | -$16.7K | 0.36% | 55 |
|
|
2024
Q2 | $2.19M | Sell |
7,625
-302
| -4% | -$86.9K | 0.31% | 57 |
|
|
2024
Q1 | $2.3M | Sell |
7,927
-1,127
| -12% | -$327K | 0.33% | 58 |
|
|
2023
Q4 | $2.76M | Sell |
9,054
-699
| -7% | -$213K | 0.41% | 51 |
|
|
2023
Q3 | $2.57M | Sell |
9,753
-11
| -0.1% | -$2.9K | 0.43% | 51 |
|
|
2023
Q2 | $2.85M | Buy |
9,764
+283
| +3% | +$82.6K | 0.47% | 47 |
|
|
2023
Q1 | $2.86M | Buy |
9,481
+202
| +2% | +$61K | 0.5% | 48 |
|
|
2022
Q4 | $2.6M | Sell |
9,279
-175
| -2% | -$49K | 0.48% | 50 |
|
|
2022
Q3 | $2.68M | Buy |
9,454
+37
| +0.4% | +$10.5K | 0.56% | 47 |
|
|
2022
Q2 | $2.99M | Buy |
9,417
+205
| +2% | +$65K | 0.6% | 45 |
|
|
2022
Q1 | $3.77M | Sell |
9,212
-1,561
| -14% | -$638K | 0.69% | 43 |
|
|
2021
Q4 | $3.9M | Buy |
10,773
+143
| +1% | +$51.7K | 0.73% | 42 |
|
|
2021
Q3 | $3.16M | Sell |
10,630
-123
| -1% | -$36.5K | 0.68% | 43 |
|
|
2021
Q2 | $3.23M | Buy |
+10,753
| New | +$3.23M | 0.7% | 41 |
|