Merit Financial Group’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 | $3.86M | Buy |
13,146
+5,722
| +77% | +$1.68M | 0.04% | 340 |
|
|
2025
Q1 | $2.22M | Sell |
7,424
-943
| -11% | -$282K | 0.03% | 391 |
|
|
2024
Q4 | $2.51M | Buy |
8,367
+4,272
| +104% | +$1.28M | 0.05% | 311 |
|
|
2024
Q3 | $1.49M | Sell |
4,095
-3,382
| -45% | -$1.23M | 0.03% | 336 |
|
|
2024
Q2 | $2.15M | Buy |
7,477
+2,774
| +59% | +$798K | 0.05% | 257 |
|
|
2024
Q1 | $1.25M | Buy |
4,703
+408
| +9% | +$108K | 0.03% | 346 |
|
|
2023
Q4 | $1.31M | Buy |
4,295
+94
| +2% | +$28.7K | 0.04% | 260 |
|
|
2023
Q3 | $1.11M | Buy |
4,201
+28
| +0.7% | +$7.38K | 0.04% | 300 |
|
|
2023
Q2 | $1.22M | Buy |
4,173
+40
| +1% | +$11.7K | 0.04% | 296 |
|
|
2023
Q1 | $1.25M | Hold |
4,133
| – | – | 0.05% | 258 |
|
|
2022
Q4 | $1.16M | Buy |
4,133
+70
| +2% | +$19.6K | 0.04% | 270 |
|
|
2022
Q3 | $1.19M | Buy |
4,063
+67
| +2% | +$19.6K | 0.05% | 223 |
|
|
2022
Q2 | $1.25M | Buy |
3,996
+11
| +0.3% | +$3.44K | 0.04% | 223 |
|
|
2022
Q1 | $1.56M | Buy |
3,985
+6
| +0.2% | +$2.34K | 0.09% | 119 |
|
|
2021
Q4 | $1.49M | Buy |
3,979
+70
| +2% | +$26.2K | 0.15% | 77 |
|
|
2021
Q3 | $1.16M | Buy |
3,909
+3
| +0.1% | +$891 | 0.12% | 85 |
|
|
2021
Q2 | $1.18M | Buy |
3,906
+168
| +4% | +$50.5K | 0.11% | 86 |
|
|
2021
Q1 | $922K | Buy |
3,738
+977
| +35% | +$241K | 0.1% | 97 |
|
|
2020
Q4 | $637K | Sell |
2,761
-400
| -13% | -$92.3K | 0.06% | 116 |
|
|
2020
Q3 | $704K | Hold |
3,161
| – | – | 0.06% | 111 |
|
|
2020
Q2 | $607K | Buy |
3,161
+401
| +15% | +$77K | 0.06% | 111 |
|
|
2020
Q1 | $548K | Sell |
2,760
-75
| -3% | -$14.9K | 0.06% | 113 |
|
|
2019
Q4 | $604K | Buy |
+2,835
| New | +$604K | 0.05% | 121 |
|