Midwest Professional Planners Ltd (MPPL)’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 | $2.09M | Buy |
7,138
+195
| +3% | +$57.2K | 0.55% | 59 |
|
|
2025
Q1 | $2.08M | Buy |
6,943
+78
| +1% | +$23.3K | 0.65% | 52 |
|
|
2024
Q4 | $2.06M | Buy |
6,865
+489
| +8% | +$146K | 0.61% | 52 |
|
|
2024
Q3 | $2.32M | Buy |
6,376
+173
| +3% | +$63K | 0.71% | 44 |
|
|
2024
Q2 | $1.78M | Buy |
6,203
+134
| +2% | +$38.5K | 0.6% | 46 |
|
|
2024
Q1 | $1.76M | Buy |
6,069
+315
| +5% | +$91.4K | 0.62% | 51 |
|
|
2023
Q4 | $1.76M | Buy |
5,754
+366
| +7% | +$112K | 0.7% | 44 |
|
|
2023
Q3 | $1.42M | Buy |
5,388
+381
| +8% | +$100K | 0.64% | 47 |
|
|
2023
Q2 | $1.46M | Buy |
5,007
+526
| +12% | +$154K | 0.64% | 48 |
|
|
2023
Q1 | $1.35M | Buy |
4,481
+220
| +5% | +$66.5K | 0.66% | 41 |
|
|
2022
Q4 | $1.19M | Buy |
4,261
+292
| +7% | +$81.8K | 0.66% | 49 |
|
|
2022
Q3 | $1.16M | Buy |
3,969
+250
| +7% | +$73.2K | 0.69% | 41 |
|
|
2022
Q2 | $1.16M | Buy |
3,719
+191
| +5% | +$59.7K | 0.66% | 44 |
|
|
2022
Q1 | $1.38M | Buy |
3,528
+186
| +6% | +$72.6K | 0.68% | 40 |
|
|
2021
Q4 | $1.25M | Buy |
3,342
+59
| +2% | +$22.1K | 0.61% | 49 |
|
|
2021
Q3 | $975K | Sell |
3,283
-18
| -0.5% | -$5.35K | 0.52% | 57 |
|
|
2021
Q2 | $992K | Sell |
3,301
-2,352
| -42% | -$707K | 0.52% | 57 |
|
|
2021
Q1 | $454K | Buy |
5,653
+2,454
| +77% | +$197K | 0.45% | 54 |
|
|
2020
Q4 | $739K | Sell |
3,199
-2,765
| -46% | -$639K | 0.46% | 60 |
|
|
2020
Q3 | $600K | Buy |
5,964
+202
| +4% | +$20.3K | 0.42% | 65 |
|
|
2020
Q2 | $538K | Buy |
5,762
+109
| +2% | +$10.2K | 0.42% | 64 |
|
|
2020
Q1 | $454K | Buy |
5,653
+2,929
| +108% | +$235K | 0.45% | 55 |
|
|
2019
Q4 | $243K | Buy |
2,724
+503
| +23% | +$44.9K | 0.2% | 83 |
|
|
2019
Q3 | $545K | Buy |
2,221
+13
| +0.6% | +$3.19K | 0.49% | 53 |
|
|
2019
Q2 | $526K | Buy |
2,208
+4
| +0.2% | +$953 | 0.49% | 51 |
|
|
2019
Q1 | $480K | Buy |
2,204
+3
| +0.1% | +$653 | 0.46% | 45 |
|
|
2018
Q4 | $446K | Sell |
2,201
-5
| -0.2% | -$1.01K | 0.48% | 45 |
|
|
2018
Q3 | $445K | Buy |
2,206
+94
| +4% | +$19K | 0.41% | 54 |
|
|
2018
Q2 | $479K | Buy |
2,112
+500
| +31% | +$113K | 0.43% | 46 |
|
|
2018
Q1 | $323K | Buy |
1,612
+55
| +4% | +$11K | 0.29% | 66 |
|
|
2017
Q4 | $325K | Buy |
+1,557
| New | +$325K | 0.3% | 68 |
|