Montrusco Bolton Investments’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 | $220M | Buy |
769,793
+54,763
| +8% | +$15.7M | 2.44% | 16 |
|
|
2025
Q1 | $207M | Buy |
715,030
+52,345
| +8% | +$15.2M | 2.72% | 17 |
|
|
2024
Q4 | $192M | Sell |
662,685
-121,302
| -15% | -$35.2M | 2.33% | 17 |
|
|
2024
Q3 | $279M | Sell |
783,987
-54,958
| -7% | -$19.6M | 2.94% | 16 |
|
|
2024
Q2 | $236M | Sell |
838,945
-28,911
| -3% | -$8.13M | 2.47% | 18 |
|
|
2024
Q1 | $246M | Buy |
867,856
+123,963
| +17% | +$35.1M | 2.62% | 17 |
|
|
2023
Q4 | $222M | Buy |
743,893
+71,428
| +11% | +$21.3M | 2.75% | 18 |
|
|
2023
Q3 | $173M | Buy |
672,465
+175,842
| +35% | +$45.2M | 2.52% | 18 |
|
|
2023
Q2 | $145M | Buy |
496,623
+167,388
| +51% | +$48.9M | 2.25% | 18 |
|
|
2023
Q1 | $99.5M | Buy |
329,235
+143,460
| +77% | +$43.3M | 2.06% | 23 |
|
|
2022
Q4 | $52.1M | Sell |
185,775
-8,719
| -4% | -$2.44M | 1.21% | 33 |
|
|
2022
Q3 | $57M | Buy |
194,494
+30,220
| +18% | +$8.85M | 1.5% | 30 |
|
|
2022
Q2 | $51.4M | Buy |
+164,274
| New | +$51.4M | 1.37% | 34 |
|
|
2021
Q3 | – | Sell |
-73,626
| Closed | -$22.1M | – | 65 |
|
|
2021
Q2 | $22.1M | Sell |
73,626
-83,825
| -53% | -$25.2M | 0.66% | 41 |
|
|
2021
Q1 | $38.9M | Buy |
157,451
+50,359
| +47% | +$12.4M | 1.27% | 32 |
|
|
2020
Q4 | $24.7M | Sell |
107,092
-43,173
| -29% | -$9.97M | 1.09% | 36 |
|
|
2020
Q3 | $33.5M | Sell |
150,265
-11,830
| -7% | -$2.63M | 1.68% | 28 |
|
|
2020
Q2 | $31.2M | Buy |
162,095
+21,068
| +15% | +$4.05M | 1.79% | 26 |
|
|
2020
Q1 | $26.6M | Sell |
141,027
-6,348
| -4% | -$1.2M | 2.09% | 18 |
|
|
2019
Q4 | $30.2M | Buy |
147,375
+639
| +0.4% | +$131K | 1.74% | 19 |
|
|
2019
Q3 | $31.9M | Buy |
146,736
+29,637
| +25% | +$6.45M | 1.88% | 18 |
|
|
2019
Q2 | $27M | Buy |
117,099
+2,295
| +2% | +$529K | 1.75% | 20 |
|
|
2019
Q1 | $24.7M | Buy |
114,804
+24,879
| +28% | +$5.35M | 1.58% | 25 |
|
|
2018
Q4 | $18M | Sell |
89,925
-3,393
| -4% | -$679K | 1.21% | 27 |
|
|
2018
Q3 | $18.8M | Buy |
93,318
+41,610
| +80% | +$8.37M | 1.15% | 30 |
|
|
2018
Q2 | $11.7M | Buy |
+51,708
| New | +$11.7M | 0.81% | 29 |
|