Mutual Advisors’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 | $928K | Sell |
3,226
-259
| -7% | -$74.5K | 0.02% | 541 |
|
|
2025
Q1 | $1.01M | Sell |
3,485
-686
| -16% | -$200K | 0.03% | 442 |
|
|
2024
Q4 | $1.24M | Sell |
4,171
-156
| -4% | -$46.4K | 0.04% | 413 |
|
|
2024
Q3 | $1.46M | Sell |
4,327
-222
| -5% | -$75.1K | 0.04% | 353 |
|
|
2024
Q2 | $1.38M | Buy |
4,549
+623
| +16% | +$189K | 0.04% | 374 |
|
|
2024
Q1 | $1.14M | Buy |
3,926
+1,663
| +73% | +$482K | 0.04% | 439 |
|
|
2023
Q4 | $690K | Sell |
2,263
-27
| -1% | -$8.24K | 0.02% | 560 |
|
|
2023
Q3 | $603K | Sell |
2,290
-152
| -6% | -$40K | 0.02% | 572 |
|
|
2023
Q2 | $713K | Sell |
2,442
-96
| -4% | -$28K | 0.03% | 534 |
|
|
2023
Q1 | $767K | Buy |
2,538
+65
| +3% | +$19.6K | 0.03% | 500 |
|
|
2022
Q4 | $693K | Sell |
2,473
-461
| -16% | -$129K | 0.03% | 508 |
|
|
2022
Q3 | $859K | Buy |
2,934
+1,138
| +63% | +$333K | 0.04% | 407 |
|
|
2022
Q2 | $562K | Buy |
1,796
+199
| +12% | +$62.3K | 0.04% | 498 |
|
|
2022
Q1 | $623K | Sell |
1,597
-118
| -7% | -$46K | 0.03% | 511 |
|
|
2021
Q4 | $642K | Buy |
1,715
+141
| +9% | +$52.8K | 0.03% | 502 |
|
|
2021
Q3 | $468K | Hold |
1,574
| – | – | 0.03% | 561 |
|
|
2021
Q2 | $473K | Sell |
1,574
-8
| -0.5% | -$2.4K | 0.03% | 542 |
|
|
2021
Q1 | $390K | Sell |
1,582
-68
| -4% | -$16.8K | 0.03% | 555 |
|
|
2020
Q4 | $381K | Buy |
1,650
+3
| +0.2% | +$693 | 0.03% | 539 |
|
|
2020
Q3 | $367K | Buy |
1,647
+79
| +5% | +$17.6K | 0.03% | 493 |
|
|
2020
Q2 | $301K | Sell |
1,568
-181
| -10% | -$34.7K | 0.03% | 506 |
|
|
2020
Q1 | $347K | Sell |
1,749
-55
| -3% | -$10.9K | 0.05% | 372 |
|
|
2019
Q4 | $384K | Sell |
1,804
-27
| -1% | -$5.75K | 0.04% | 410 |
|
|
2019
Q3 | $449K | Sell |
1,831
-1,772
| -49% | -$435K | 0.06% | 324 |
|
|
2019
Q2 | $858K | Buy |
3,603
+2,351
| +188% | +$560K | 0.11% | 229 |
|
|
2019
Q1 | $273K | Buy |
+1,252
| New | +$273K | 0.04% | 384 |
|
|
2018
Q3 | – | Sell |
-1,006
| Closed | -$228K | – | 481 |
|
|
2018
Q2 | $228K | Buy |
+1,006
| New | +$228K | 0.05% | 376 |
|
|
2018
Q1 | – | Sell |
-1,013
| Closed | -$212K | – | 396 |
|
|
2017
Q4 | $212K | Buy |
+1,013
| New | +$212K | 0.08% | 268 |
|