Liberty 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 | $508K | Buy |
1,731
+24
| +1% | +$7.04K | 0.08% | 125 |
|
|
2025
Q1 | $511K | Buy |
1,707
+18
| +1% | +$5.39K | 0.1% | 90 |
|
|
2024
Q4 | $506K | Buy |
1,689
+18
| +1% | +$5.39K | 0.08% | 116 |
|
|
2024
Q3 | $608K | Sell |
1,671
-4,555
| -73% | -$1.66M | 0.1% | 107 |
|
|
2024
Q2 | $554K | Buy |
+6,226
| New | +$554K | 0.1% | 107 |
|
|
2021
Q4 | – | Sell |
-241
| Closed | -$72K | – | 857 |
|
|
2021
Q3 | $72K | Buy |
241
+1
| +0.4% | +$299 | 0.03% | 350 |
|
|
2021
Q2 | $72K | Buy |
240
+4
| +2% | +$1.2K | 0.03% | 257 |
|
|
2021
Q1 | $54K | Hold |
236
| – | – | 0.03% | 270 |
|
|
2020
Q4 | $54K | Buy |
236
+2
| +0.9% | +$458 | 0.03% | 267 |
|
|
2020
Q3 | $52K | Buy |
234
+2
| +0.9% | +$444 | 0.03% | 228 |
|
|
2020
Q2 | $45K | Buy |
232
+2
| +0.9% | +$388 | 0.03% | 236 |
|
|
2020
Q1 | $46K | Buy |
+230
| New | +$46K | 0.04% | 219 |
|
|
2019
Q4 | – | Sell |
-3
| Closed | -$1K | – | 950 |
|
|
2019
Q3 | $1K | Sell |
3
-223
| -99% | -$74.3K | ﹤0.01% | 818 |
|
|
2019
Q2 | $54K | Buy |
226
+223
| +7,433% | +$53.3K | 0.05% | 237 |
|
|
2019
Q1 | $0 | Sell |
3
-182
| -98% | – | ﹤0.01% | 825 |
|
|
2018
Q4 | $37K | Buy |
+185
| New | +$37K | 0.03% | 221 |
|