Moneta Group Investment Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $891K | Sell |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $994K | Sell |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $463K | Buy |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $327K | Sell |
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|
2022
Q2 | $380K | Buy |
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|
2022
Q1 | $432K | Sell |
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|
2021
Q4 | $450K | Sell |
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|
2021
Q3 | $360K | Buy |
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|
2021
Q2 | $364K | Buy |
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|
2021
Q1 | $296K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $399K | Buy |
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|
2019
Q2 | $385K | Hold |
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|
2019
Q1 | $352K | Sell |
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|
2018
Q4 | $328K | Buy |
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|
2018
Q3 | $326K | Buy |
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|
2018
Q2 | $367K | Sell |
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|
2018
Q1 | $345K | Buy |
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|
2017
Q4 | $338K | Hold |
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|
2017
Q3 | $346K | Hold |
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|
2017
Q2 | $337K | Hold |
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|
2017
Q1 | $354K | Sell |
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|
2016
Q4 | $438K | Buy |
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|
2016
Q3 | $361K | Hold |
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|
2016
Q2 | $413K | Hold |
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|
2016
Q1 | $446K | Hold |
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|
2015
Q4 | $400K | Hold |
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|
2015
Q3 | $342K | Hold |
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|
2015
Q2 | $298K | Buy |
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