Morningstar Investment 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
Q1 | – | Sell |
-1,351
| Closed | -$405K | – | 186 |
|
|
2024
Q4 | $405K | Hold |
1,351
| – | – | 0.03% | 137 |
|
|
2024
Q3 | $464K | Buy |
1,351
+23
| +2% | +$7.9K | 0.05% | 139 |
|
|
2024
Q2 | $382K | Hold |
1,328
| – | – | 0.04% | 144 |
|
|
2024
Q1 | $385K | Hold |
1,328
| – | – | 0.04% | 140 |
|
|
2023
Q4 | $405K | Buy |
1,328
+25
| +2% | +$7.62K | 0.05% | 133 |
|
|
2023
Q3 | $343K | Hold |
1,303
| – | – | 0.05% | 116 |
|
|
2023
Q2 | $380K | Buy |
+1,303
| New | +$380K | 0.05% | 116 |
|