Moran Wealth Management’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
$1.87M Sell
6,357
-264
-4% -$77.5K 0.06% 285
2025
Q1
$1.98M Sell
6,621
-31,422
-83% -$9.4M 0.07% 268
2024
Q4
$11.4M Sell
38,043
-1
-0% -$299 0.36% 97
2024
Q3
$13.8M Sell
38,044
-695
-2% -$253K 0.43% 81
2024
Q2
$11.1M Sell
38,739
-246
-0.6% -$70.8K 0.37% 90
2024
Q1
$11.3M Sell
38,985
-11,992
-24% -$3.48M 0.37% 96
2023
Q4
$15.5M Sell
50,977
-30,792
-38% -$9.39M 0.55% 57
2023
Q3
$21.5M Buy
+81,769
New +$21.5M 0.83% 23