Middleton & Co’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 | $1.28M | Sell |
4,350
-825
| -16% | -$242K | 0.14% | 91 |
|
|
2025
Q1 | $1.55M | Sell |
5,175
-174
| -3% | -$52.1K | 0.18% | 82 |
|
|
2024
Q4 | $1.6M | Sell |
5,349
-110
| -2% | -$32.9K | 0.18% | 80 |
|
|
2024
Q3 | $1.99M | Sell |
5,459
-96
| -2% | -$34.9K | 0.22% | 76 |
|
|
2024
Q2 | $1.6M | Sell |
5,555
-725
| -12% | -$209K | 0.19% | 79 |
|
|
2024
Q1 | $1.82M | Buy |
6,280
+160
| +3% | +$46.4K | 0.21% | 78 |
|
|
2023
Q4 | $1.87M | Buy |
6,120
+125
| +2% | +$38.1K | 0.23% | 77 |
|
|
2023
Q3 | $1.58M | Buy |
5,995
+320
| +6% | +$84.3K | 0.22% | 78 |
|
|
2023
Q2 | $1.66M | Sell |
5,675
-300
| -5% | -$87.6K | 0.22% | 77 |
|
|
2023
Q1 | $1.81M | Hold |
5,975
| – | – | 0.26% | 73 |
|
|
2022
Q4 | $1.67M | Buy |
+5,975
| New | +$1.67M | 0.25% | 79 |
|
|
2022
Q3 | – | Sell |
-5,715
| Closed | -$1.79M | – | 159 |
|
|
2022
Q2 | $1.79M | Sell |
5,715
-175
| -3% | -$54.7K | 0.23% | 76 |
|
|
2022
Q1 | $2.3M | Sell |
5,890
-670
| -10% | -$262K | 0.25% | 76 |
|
|
2021
Q4 | $2.46M | Buy |
6,560
+120
| +2% | +$44.9K | 0.24% | 75 |
|
|
2021
Q3 | $1.91M | Sell |
6,440
-290
| -4% | -$86.1K | 0.2% | 83 |
|
|
2021
Q2 | $2.02M | Buy |
6,730
+20
| +0.3% | +$6.02K | 0.22% | 80 |
|
|
2021
Q1 | $1.66M | Buy |
6,710
+450
| +7% | +$111K | 0.19% | 84 |
|
|
2020
Q4 | $1.45M | Buy |
6,260
+300
| +5% | +$69.3K | 0.17% | 88 |
|
|
2020
Q3 | $1.33M | Buy |
5,960
+3,080
| +107% | +$686K | 0.18% | 86 |
|
|
2020
Q2 | $553K | Buy |
+2,880
| New | +$553K | 0.08% | 102 |
|