LW
Linscomb Wealth’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Sell |
1,875
-127
| -6% | -$37.3K | 0.03% | 222 |
|
|
2025
Q1 | $599K | Sell |
2,002
-54
| -3% | -$16.2K | 0.03% | 214 |
|
|
2024
Q4 | $616K | Hold |
2,056
| – | – | 0.03% | 212 |
|
|
2024
Q3 | $748K | Sell |
2,056
-59
| -3% | -$21.5K | 0.04% | 191 |
|
|
2024
Q2 | $608K | Sell |
2,115
-96
| -4% | -$27.6K | 0.03% | 206 |
|
|
2024
Q1 | $641K | Sell |
2,211
-76
| -3% | -$22K | 0.03% | 205 |
|
|
2023
Q4 | $698K | Sell |
2,287
-36
| -2% | -$11K | 0.04% | 183 |
|
|
2023
Q3 | $612K | Sell |
2,323
-287
| -11% | -$75.6K | 0.04% | 189 |
|
|
2023
Q2 | $762K | Sell |
2,610
-131
| -5% | -$38.2K | 0.04% | 176 |
|
|
2023
Q1 | $828K | Sell |
2,741
-145
| -5% | -$43.8K | 0.04% | 174 |
|
|
2022
Q4 | $809K | Sell |
2,886
-23
| -0.8% | -$6.44K | 0.04% | 191 |
|
|
2022
Q3 | $852K | Hold |
2,909
| – | – | 0.05% | 163 |
|
|
2022
Q2 | $910K | Sell |
2,909
-1
| -0% | -$313 | 0.05% | 163 |
|
|
2022
Q1 | $1.14M | Sell |
2,910
-186
| -6% | -$72.6K | 0.05% | 171 |
|
|
2021
Q4 | $1.16M | Buy |
3,096
+1
| +0% | +$375 | 0.06% | 166 |
|
|
2021
Q3 | $920K | Buy |
3,095
+219
| +8% | +$65.1K | 0.05% | 173 |
|
|
2021
Q2 | $865K | Buy |
2,876
+1
| +0% | +$301 | 0.04% | 177 |
|
|
2021
Q1 | $709K | Buy |
2,875
+9
| +0.3% | +$2.22K | 0.04% | 185 |
|
|
2020
Q4 | $662K | Sell |
2,866
-48
| -2% | -$11.1K | 0.04% | 179 |
|
|
2020
Q3 | $649K | Sell |
2,914
-165
| -5% | -$36.7K | 0.04% | 171 |
|
|
2020
Q2 | $591K | Sell |
3,079
-17
| -0.5% | -$3.26K | 0.04% | 176 |
|
|
2020
Q1 | $615K | Sell |
3,096
-19
| -0.6% | -$3.77K | 0.05% | 209 |
|
|
2019
Q4 | $663K | Hold |
3,115
| – | – | 0.04% | 288 |
|
|
2019
Q3 | $764K | Hold |
3,115
| – | – | 0.06% | 143 |
|
|
2019
Q2 | $742K | Sell |
3,115
-64
| -2% | -$15.2K | 0.06% | 146 |
|
|
2019
Q1 | $692K | Hold |
3,179
| – | – | 0.06% | 147 |
|
|
2018
Q4 | $643K | Sell |
3,179
-19
| -0.6% | -$3.84K | 0.06% | 144 |
|
|
2018
Q3 | $645K | Hold |
3,198
| – | – | 0.05% | 155 |
|
|
2018
Q2 | $725K | Hold |
3,198
| – | – | 0.06% | 142 |
|
|
2018
Q1 | $641K | Hold |
3,198
| – | – | 0.05% | 148 |
|
|
2017
Q4 | $668K | Hold |
3,198
| – | – | 0.05% | 149 |
|
|
2017
Q3 | $684K | Hold |
3,198
| – | – | 0.06% | 143 |
|
|
2017
Q2 | $667K | Hold |
3,198
| – | – | 0.06% | 137 |
|
|
2017
Q1 | $700K | Hold |
3,198
| – | – | 0.06% | 134 |
|
|
2016
Q4 | $715K | Sell |
3,198
-100
| -3% | -$22.4K | 0.07% | 133 |
|
|
2016
Q3 | $736K | Sell |
3,298
-890
| -21% | -$199K | 0.07% | 125 |
|
|
2016
Q2 | $1.07M | Sell |
4,188
-70
| -2% | -$17.9K | 0.11% | 101 |
|
|
2016
Q1 | $1.17M | Buy |
4,258
+75
| +2% | +$20.7K | 0.13% | 93 |
|
|
2015
Q4 | $1.04M | Buy |
4,183
+5
| +0.1% | +$1.24K | 0.12% | 104 |
|
|
2015
Q3 | $884K | Hold |
4,178
| – | – | 0.1% | 114 |
|
|
2015
Q2 | $770K | Sell |
4,178
-2,412
| -37% | -$445K | 0.08% | 128 |
|
|
2015
Q1 | $1.3M | Hold |
6,590
| – | – | 0.14% | 98 |
|
|
2014
Q4 | $1.22M | Hold |
6,590
| – | – | 0.13% | 101 |
|
|
2014
Q3 | $1.09M | Hold |
6,590
| – | – | 0.12% | 106 |
|
|
2014
Q2 | $1.13M | Sell |
6,590
-758
| -10% | -$130K | 0.12% | 104 |
|
|
2014
Q1 | $1.24M | Buy |
7,348
+658
| +10% | +$111K | 0.14% | 97 |
|
|
2013
Q4 | $1.01M | Sell |
6,690
-145
| -2% | -$21.8K | 0.12% | 103 |
|
|
2013
Q3 | $1.1M | Sell |
6,835
-113
| -2% | -$18.1K | 0.14% | 80 |
|
|
2013
Q2 | $1.07M | Buy |
+6,948
| New | +$1.07M | 0.15% | 80 |
|