Montag & Associates’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
Q3
$2.6K Buy
2024
Q2
Sell
2024
Q1
$79.8K Hold
2023
Q4
$83.9K Hold
2023
Q3
$72.5K Hold
2023
Q2
$80.3K Hold
2023
Q1
$83.1K Hold
2022
Q4
$77.1K Hold
2022
Q3
$81K Hold
2022
Q2
$86K Hold
2022
Q1
$107K Hold
2021
Q4
$103K Hold
2021
Q3
$82K Hold
2021
Q2
$83K Hold
2021
Q1
$68K Hold
2020
Q4
$64K Buy