MAI Capital 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 | $4.52M | Buy |
15,397
+365
| +2% | +$107K | 0.03% | 345 |
|
|
2025
Q1 | $4.5M | Buy |
15,032
+519
| +4% | +$155K | 0.03% | 332 |
|
|
2024
Q4 | $4.35M | Buy |
14,513
+12,368
| +577% | +$3.7M | 0.03% | 340 |
|
|
2024
Q3 | $780K | Sell |
2,145
-470
| -18% | -$171K | 0.01% | 608 |
|
|
2024
Q2 | $752K | Buy |
2,615
+1,200
| +85% | +$345K | 0.01% | 655 |
|
|
2024
Q1 | $411K | Sell |
1,415
-521
| -27% | -$151K | ﹤0.01% | 850 |
|
|
2023
Q4 | $591K | Sell |
1,936
-511
| -21% | -$156K | 0.01% | 627 |
|
|
2023
Q3 | $645K | Buy |
2,447
+76
| +3% | +$20K | 0.01% | 541 |
|
|
2023
Q2 | $692K | Buy |
2,371
+772
| +48% | +$225K | 0.01% | 516 |
|
|
2023
Q1 | $483K | Buy |
1,599
+191
| +14% | +$57.7K | 0.01% | 635 |
|
|
2022
Q4 | $394K | Sell |
1,408
-285
| -17% | -$79.9K | 0.01% | 668 |
|
|
2022
Q3 | $496K | Buy |
1,693
+959
| +131% | +$281K | 0.01% | 535 |
|
|
2022
Q2 | $229K | Buy |
734
+3
| +0.4% | +$936 | ﹤0.01% | 730 |
|
|
2022
Q1 | $285K | Sell |
731
-8
| -1% | -$3.12K | ﹤0.01% | 674 |
|
|
2021
Q4 | $277K | Buy |
+739
| New | +$277K | ﹤0.01% | 705 |
|
|
2021
Q3 | – | Sell |
-738
| Closed | -$222K | – | 794 |
|
|
2021
Q2 | $222K | Buy |
+738
| New | +$222K | ﹤0.01% | 655 |
|
|
2021
Q1 | – | Sell |
-2,256
| Closed | -$521K | – | 713 |
|
|
2020
Q4 | $521K | Sell |
2,256
-174
| -7% | -$40.2K | 0.01% | 424 |
|
|
2020
Q3 | $541K | Sell |
2,430
-12
| -0.5% | -$2.67K | 0.02% | 364 |
|
|
2020
Q2 | $469K | Buy |
2,442
+1,231
| +102% | +$236K | 0.01% | 377 |
|
|
2020
Q1 | $241K | Buy |
1,211
+30
| +3% | +$5.97K | 0.01% | 439 |
|
|
2019
Q4 | $252K | Buy |
1,181
+4
| +0.3% | +$854 | 0.01% | 484 |
|
|
2019
Q3 | $289K | Buy |
1,177
+3
| +0.3% | +$737 | 0.01% | 412 |
|
|
2019
Q2 | $280K | Sell |
1,174
-4
| -0.3% | -$954 | 0.01% | 414 |
|
|
2019
Q1 | $257K | Buy |
+1,178
| New | +$257K | 0.01% | 364 |
|
|
2018
Q3 | – | Sell |
-932
| Closed | -$211K | – | 484 |
|
|
2018
Q2 | $211K | Buy |
+932
| New | +$211K | 0.01% | 432 |
|