LIM
Loudon Investment Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Hold |
2,400
| – | – | 0.39% | 61 |
|
|
2025
Q1 | $718K | Hold |
2,400
| – | – | 0.41% | 60 |
|
|
2024
Q4 | $719K | Hold |
2,400
| – | – | 0.41% | 56 |
|
|
2024
Q3 | $873K | Hold |
2,400
| – | – | 0.48% | 51 |
|
|
2024
Q2 | $690K | Hold |
2,400
| – | – | 0.41% | 52 |
|
|
2024
Q1 | $696K | Hold |
2,400
| – | – | 0.4% | 56 |
|
|
2023
Q4 | $732K | Hold |
2,400
| – | – | 0.45% | 56 |
|
|
2023
Q3 | $632K | Hold |
2,400
| – | – | 0.44% | 56 |
|
|
2023
Q2 | $701K | Hold |
2,400
| – | – | 0.46% | 54 |
|
|
2023
Q1 | $725K | Hold |
2,400
| – | – | 0.5% | 53 |
|
|
2022
Q4 | $672K | Hold |
2,400
| – | – | 0.49% | 58 |
|
|
2022
Q3 | $703K | Hold |
2,400
| – | – | 0.56% | 50 |
|
|
2022
Q2 | $750K | Hold |
2,400
| – | – | 0.56% | 51 |
|
|
2022
Q1 | $937K | Sell |
2,400
-2,329
| -49% | -$909K | 0.62% | 43 |
|
|
2021
Q4 | $1.77M | Hold |
4,729
| – | – | 1.13% | 30 |
|
|
2021
Q3 | $1.41M | Sell |
4,729
-170
| -3% | -$50.5K | 1% | 36 |
|
|
2021
Q2 | $1.47M | Sell |
4,899
-1,106
| -18% | -$333K | 1% | 36 |
|
|
2021
Q1 | $1.48M | Hold |
6,005
| – | – | 1.06% | 32 |
|
|
2020
Q4 | $1.39M | Hold |
6,005
| – | – | 1.08% | 33 |
|
|
2020
Q3 | $1.34M | Sell |
6,005
-110
| -2% | -$24.5K | 1.13% | 33 |
|
|
2020
Q2 | $1.17M | Sell |
6,115
-500
| -8% | -$95.9K | 1.01% | 33 |
|
|
2020
Q1 | $1.31M | Sell |
6,615
-3
| -0% | -$596 | 1.38% | 26 |
|
|
2019
Q4 | $1.41M | Sell |
6,618
-67
| -1% | -$14.3K | 1.1% | 35 |
|
|
2019
Q3 | $1.64M | Sell |
6,685
-393
| -6% | -$96.4K | 1.38% | 26 |
|
|
2019
Q2 | $1.69M | Hold |
7,078
| – | – | 1.43% | 25 |
|
|
2019
Q1 | $1.54M | Sell |
7,078
-100
| -1% | -$21.8K | 1.35% | 24 |
|
|
2018
Q4 | $1.45M | Sell |
7,178
-270
| -4% | -$54.7K | 1.38% | 26 |
|
|
2018
Q3 | $1.5M | Hold |
7,448
| – | – | 1.21% | 31 |
|
|
2018
Q2 | $1.69M | Sell |
7,448
-5
| -0.1% | -$1.14K | 1.35% | 30 |
|
|
2018
Q1 | $1.49M | Sell |
7,453
-175
| -2% | -$35.1K | 1.19% | 33 |
|
|
2017
Q4 | $1.59M | Buy |
7,628
+178
| +2% | +$37.2K | 1.21% | 34 |
|
|
2017
Q3 | $1.59M | Buy |
7,450
+1,205
| +19% | +$258K | 1.25% | 31 |
|
|
2017
Q2 | $1.3M | Buy |
6,245
+110
| +2% | +$22.9K | 0.99% | 38 |
|
|
2017
Q1 | $1.34M | Buy |
6,135
+1,247
| +26% | +$273K | 1.02% | 35 |
|
|
2016
Q4 | $1.09M | Hold |
4,888
| – | – | 0.85% | 37 |
|
|
2016
Q3 | $1.09M | Hold |
4,888
| – | – | 0.85% | 38 |
|
|
2016
Q2 | $1.25M | Sell |
4,888
-400
| -8% | -$102K | 1% | 34 |
|
|
2016
Q1 | $1.46M | Sell |
5,288
-42
| -0.8% | -$11.6K | 1.17% | 28 |
|
|
2015
Q4 | $1.32M | Hold |
5,330
| – | – | 1.06% | 32 |
|
|
2015
Q3 | $1.13M | Buy |
5,330
+4
| +0.1% | +$847 | 0.97% | 33 |
|
|
2015
Q2 | $982K | Hold |
5,326
| – | – | 0.74% | 37 |
|
|
2015
Q1 | $1.05M | Sell |
5,326
-1,362
| -20% | -$269K | 0.8% | 39 |
|
|
2014
Q4 | $1.24M | Hold |
6,688
| – | – | 0.92% | 34 |
|
|
2014
Q3 | $1.11M | Hold |
6,688
| – | – | 0.79% | 40 |
|
|
2014
Q2 | $1.15M | Hold |
6,688
| – | – | 0.79% | 40 |
|
|
2014
Q1 | $1.13M | Hold |
6,688
| – | – | 0.81% | 39 |
|
|
2013
Q4 | $1.01M | Buy |
+6,688
| New | +$1.01M | 0.74% | 39 |
|