Laird Norton Wetherby Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $906K | Sell |
3,135
-75
| -2% | -$21.5K | 0.04% | 406 |
|
|
2025
Q2 | $942K | Buy |
+3,210
| New | +$950K | 0.04% | 378 |
|
|
2024
Q4 | $968K | Sell |
3,232
-182
| -5% | -$60.4K | 0.05% | 349 |
|
|
2024
Q3 | $1.24M | Buy |
3,414
+18
| +0.5% | +$5.84K | 0.06% | 304 |
|
|
2024
Q2 | $977K | Sell |
3,396
-161
| -5% | -$44.4K | 0.05% | 356 |
|
|
2024
Q1 | $1.03M | Buy |
3,557
+3
| +0.1% | +$860 | 0.05% | 354 |
|
|
2023
Q4 | $1.08M | Buy |
3,554
+252
| +8% | +$66.9K | 0.06% | 332 |
|
|
2023
Q3 | $870K | Sell |
3,302
-136
| -4% | -$38.1K | 0.05% | 360 |
|
|
2023
Q2 | $1M | Buy |
3,438
+403
| +13% | +$117K | 0.05% | 338 |
|
|
2023
Q1 | $917K | Buy |
3,035
+122
| +4% | +$35.9K | 0.05% | 356 |
|
|
2022
Q4 | $816K | Sell |
2,913
-303
| -9% | -$88.4K | 0.05% | 367 |
|
|
2022
Q3 | $942K | Buy |
3,216
+388
| +14% | +$126K | 0.07% | 306 |
|
|
2022
Q2 | $884K | Sell |
2,828
-292
| -9% | -$101K | 0.06% | 316 |
|
|
2022
Q1 | $1.22M | Buy |
3,120
+301
| +11% | +$109K | 0.07% | 272 |
|
|
2021
Q4 | $1.06M | Buy |
2,819
+102
| +4% | +$34.1K | 0.06% | 308 |
|
|
2021
Q3 | $807K | Buy |
2,717
+1
| +0% | +$314 | 0.05% | 355 |
|
|
2021
Q2 | $817K | Buy |
2,716
+617
| +29% | +$173K | 0.05% | 354 |
|
|
2021
Q1 | $518K | Sell |
2,099
-541
| -20% | -$126K | 0.04% | 428 |
|
|
2020
Q4 | $610K | Buy |
2,640
+666
| +34% | +$153K | 0.04% | 405 |
|
|
2020
Q3 | $440K | Sell |
1,974
-25
| -1% | -$5.11K | 0.04% | 412 |
|
|
2020
Q2 | $383K | Sell |
1,999
-1,421
| -42% | -$274K | 0.04% | 426 |
|
|
2020
Q1 | $679K | Buy |
3,420
+873
| +34% | +$187K | 0.08% | 252 |
|
|
2019
Q4 | $543K | Sell |
2,547
-84
| -3% | -$18.6K | 0.05% | 383 |
|
|
2019
Q3 | $645K | Buy |
2,631
+130
| +5% | +$32.6K | 0.07% | 322 |
|
|
2019
Q2 | $596K | Buy |
2,501
+227
| +10% | +$52.1K | 0.07% | 337 |
|
|
2019
Q1 | $495K | Sell |
2,274
-510
| -18% | -$107K | 0.06% | 365 |
|
|
2018
Q4 | $563K | Buy |
2,784
+15
| +0.5% | +$3.06K | 0.08% | 291 |
|
|
2018
Q3 | $559K | Sell |
2,769
-52
| -2% | -$11.2K | 0.07% | 328 |
|
|
2018
Q2 | $640K | Buy |
2,821
+38
| +1% | +$7.91K | 0.09% | 283 |
|
|
2018
Q1 | $558K | Sell |
2,783
-440
| -14% | -$85.7K | 0.08% | 318 |
|
|
2017
Q4 | $673K | Buy |
3,223
+16
| +0.5% | +$3.38K | 0.09% | 262 |
|
|
2017
Q3 | $686K | Sell |
3,207
-150
| -4% | -$31K | 0.1% | 247 |
|
|
2017
Q2 | $700K | Buy |
3,357
+65
| +2% | +$14K | 0.12% | 218 |
|
|
2017
Q1 | $721K | Sell |
3,292
-805
| -20% | -$178K | 0.13% | 198 |
|
|
2016
Q4 | $916K | Buy |
4,097
+1,213
| +42% | +$258K | 0.18% | 127 |
|
|
2016
Q3 | $644K | Sell |
2,884
-119
| -4% | -$27.8K | 0.13% | 192 |
|
|
2016
Q2 | $768K | Buy |
3,003
+44
| +1% | +$11.3K | 0.17% | 135 |
|
|
2016
Q1 | $816K | Sell |
2,959
-476
| -14% | -$120K | 0.19% | 118 |
|
|
2015
Q4 | $851K | Buy |
3,435
+65
| +2% | +$15.2K | 0.2% | 110 |
|
|
2015
Q3 | $713K | Buy |
3,370
+208
| +7% | +$42.4K | 0.18% | 123 |
|
|
2015
Q2 | $583K | Buy |
3,162
+475
| +18% | +$91.1K | 0.14% | 176 |
|
|
2015
Q1 | $530K | Buy |
2,687
+274
| +11% | +$54.3K | 0.13% | 189 |
|
|
2014
Q4 | $446K | Sell |
2,413
-81
| -3% | -$14.7K | 0.11% | 208 |
|
|
2014
Q3 | $414K | Sell |
2,494
-5
| -0.2% | -$859 | 0.12% | 217 |
|
|
2014
Q2 | $428K | Buy |
2,499
+289
| +13% | +$49.5K | 0.12% | 210 |
|
|
2014
Q1 | $372K | Sell |
2,210
-64
| -3% | -$10.4K | 0.11% | 245 |
|
|
2013
Q4 | $342K | Sell |
2,274
-49
| -2% | -$7.83K | 0.1% | 254 |
|
|
2013
Q3 | $373K | Buy |
2,323
+171
| +8% | +$27.1K | 0.12% | 221 |
|
|
2013
Q2 | $330K | Buy |
+2,152
| New | +$339K | 0.12% | 211 |
|
Other funds holding PSA
