KCM Investment Advisors’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 | $396K | Buy |
1,349
+38
| +3% | +$11.2K | 0.01% | 284 |
|
|
2025
Q1 | $392K | Sell |
1,311
-122
| -9% | -$36.5K | 0.01% | 275 |
|
|
2024
Q4 | $429K | Sell |
1,433
-3,232
| -69% | -$968K | 0.01% | 270 |
|
|
2024
Q3 | $1.7M | Sell |
4,665
-39
| -0.8% | -$14.2K | 0.06% | 176 |
|
|
2024
Q2 | $1.35M | Sell |
4,704
-686
| -13% | -$197K | 0.05% | 185 |
|
|
2024
Q1 | $1.56M | Sell |
5,390
-539
| -9% | -$156K | 0.06% | 179 |
|
|
2023
Q4 | $1.81M | Sell |
5,929
-1,031
| -15% | -$314K | 0.07% | 160 |
|
|
2023
Q3 | $1.83M | Sell |
6,960
-387
| -5% | -$102K | 0.08% | 151 |
|
|
2023
Q2 | $2.14M | Buy |
7,347
+5,441
| +285% | +$1.59M | 0.09% | 152 |
|
|
2023
Q1 | $576K | Sell |
1,906
-228
| -11% | -$68.9K | 0.02% | 251 |
|
|
2022
Q4 | $598K | Buy |
2,134
+350
| +20% | +$98.1K | 0.03% | 247 |
|
|
2022
Q3 | $522K | Buy |
1,784
+300
| +20% | +$87.8K | 0.02% | 246 |
|
|
2022
Q2 | $464K | Sell |
1,484
-100
| -6% | -$31.3K | 0.02% | 269 |
|
|
2022
Q1 | $618K | Buy |
1,584
+15
| +1% | +$5.85K | 0.02% | 257 |
|
|
2021
Q4 | $588K | Buy |
1,569
+165
| +12% | +$61.8K | 0.02% | 268 |
|
|
2021
Q3 | $417K | Buy |
1,404
+38
| +3% | +$11.3K | 0.02% | 292 |
|
|
2021
Q2 | $411K | Hold |
1,366
| – | – | 0.02% | 290 |
|
|
2021
Q1 | $337K | Buy |
1,366
+13
| +1% | +$3.21K | 0.01% | 298 |
|
|
2020
Q4 | $312K | Hold |
1,353
| – | – | 0.02% | 286 |
|
|
2020
Q3 | $301K | Buy |
1,353
+100
| +8% | +$22.2K | 0.02% | 269 |
|
|
2020
Q2 | $240K | Sell |
1,253
-10
| -0.8% | -$1.92K | 0.01% | 301 |
|
|
2020
Q1 | $251K | Sell |
1,263
-37
| -3% | -$7.35K | 0.02% | 276 |
|
|
2019
Q4 | $277K | Sell |
1,300
-64
| -5% | -$13.6K | 0.02% | 299 |
|
|
2019
Q3 | $335K | Buy |
1,364
+101
| +8% | +$24.8K | 0.02% | 278 |
|
|
2019
Q2 | $301K | Buy |
+1,263
| New | +$301K | 0.02% | 277 |
|
|
2017
Q3 | – | Sell |
-1,940
| Closed | -$405K | – | 533 |
|
|
2017
Q2 | $405K | Sell |
1,940
-100
| -5% | -$20.9K | 0.03% | 386 |
|
|
2017
Q1 | $447K | Sell |
2,040
-382
| -16% | -$83.7K | 0.03% | 376 |
|
|
2016
Q4 | $541K | Sell |
2,422
-75
| -3% | -$16.8K | 0.04% | 342 |
|
|
2016
Q3 | $557K | Buy |
2,497
+1,549
| +163% | +$346K | 0.04% | 341 |
|
|
2016
Q2 | $242K | Buy |
+948
| New | +$242K | 0.02% | 476 |
|