Lederer & Associates Investment Counsel’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 | $385K | Sell |
1,313
-16
| -1% | -$4.69K | 0.25% | 80 |
|
|
2025
Q1 | $398K | Sell |
1,329
-24
| -2% | -$7.19K | 0.29% | 73 |
|
|
2024
Q4 | $405K | Sell |
1,353
-51
| -4% | -$15.3K | 0.28% | 77 |
|
|
2024
Q3 | $511K | Hold |
1,404
| – | – | 0.36% | 70 |
|
|
2024
Q2 | $404K | Hold |
1,404
| – | – | 0.29% | 75 |
|
|
2024
Q1 | $407K | Buy |
1,404
+32
| +2% | +$9.28K | 0.28% | 78 |
|
|
2023
Q4 | $418K | Sell |
1,372
-44
| -3% | -$13.4K | 0.31% | 76 |
|
|
2023
Q3 | $373K | Hold |
1,416
| – | – | 0.3% | 74 |
|
|
2023
Q2 | $413K | Sell |
1,416
-44
| -3% | -$12.8K | 0.31% | 74 |
|
|
2023
Q1 | $441K | Hold |
1,460
| – | – | 0.34% | 77 |
|
|
2022
Q4 | $409K | Buy |
1,460
+69
| +5% | +$19.3K | 0.33% | 76 |
|
|
2022
Q3 | $407K | Buy |
1,391
+3
| +0.2% | +$878 | 0.34% | 75 |
|
|
2022
Q2 | $434K | Sell |
1,388
-632
| -31% | -$198K | 0.33% | 75 |
|
|
2022
Q1 | $788K | Sell |
2,020
-17
| -0.8% | -$6.63K | 0.48% | 66 |
|
|
2021
Q4 | $763K | Buy |
2,037
+345
| +20% | +$129K | 0.44% | 70 |
|
|
2021
Q3 | $503K | Buy |
1,692
+139
| +9% | +$41.3K | 0.32% | 71 |
|
|
2021
Q2 | $467K | Sell |
1,553
-83
| -5% | -$25K | 0.31% | 69 |
|
|
2021
Q1 | $404K | Sell |
1,636
-16
| -1% | -$3.95K | 0.28% | 69 |
|
|
2020
Q4 | $381K | Buy |
1,652
+33
| +2% | +$7.61K | 0.29% | 70 |
|
|
2020
Q3 | $361K | Buy |
1,619
+48
| +3% | +$10.7K | 0.3% | 69 |
|
|
2020
Q2 | $301K | Buy |
1,571
+6
| +0.4% | +$1.15K | 0.28% | 67 |
|
|
2020
Q1 | $311K | Sell |
1,565
-80
| -5% | -$15.9K | 0.35% | 65 |
|
|
2019
Q4 | $350K | Sell |
1,645
-20
| -1% | -$4.26K | 0.3% | 72 |
|
|
2019
Q3 | $408K | Hold |
1,665
| – | – | 0.39% | 65 |
|
|
2019
Q2 | $397K | Sell |
1,665
-190
| -10% | -$45.3K | 0.36% | 62 |
|
|
2019
Q1 | $404K | Hold |
1,855
| – | – | 0.38% | 65 |
|
|
2018
Q4 | $375K | Hold |
1,855
| – | – | 0.4% | 64 |
|
|
2018
Q3 | $374K | Hold |
1,855
| – | – | 0.32% | 71 |
|
|
2018
Q2 | $421K | Sell |
1,855
-425
| -19% | -$96.5K | 0.38% | 62 |
|
|
2018
Q1 | $457K | Buy |
2,280
+35
| +2% | +$7.02K | 0.41% | 61 |
|
|
2017
Q4 | $469K | Buy |
2,245
+140
| +7% | +$29.2K | 0.42% | 56 |
|
|
2017
Q3 | $450K | Sell |
2,105
-145
| -6% | -$31K | 0.43% | 53 |
|
|
2017
Q2 | $469K | Sell |
2,250
-140
| -6% | -$29.2K | 0.45% | 51 |
|
|
2017
Q1 | $523K | Buy |
2,390
+5
| +0.2% | +$1.09K | 0.49% | 53 |
|
|
2016
Q4 | $533K | Buy |
+2,385
| New | +$533K | 0.53% | 52 |
|
|
2015
Q3 | $283K | Hold |
1,335
| – | – | 0.31% | 62 |
|
|
2015
Q2 | $246K | Buy |
1,335
+100
| +8% | +$18.4K | 0.25% | 63 |
|
|
2015
Q1 | $243K | Hold |
1,235
| – | – | 0.24% | 68 |
|
|
2014
Q4 | $228K | Buy |
+1,235
| New | +$228K | 0.23% | 69 |
|