Northwestern Mutual Wealth Management’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
1,534
+236
| +18% | +$34.8K | ﹤0.01% | 1686 |
|
|
2025
Q1 | $193K | Sell |
1,298
-93
| -7% | -$13.8K | ﹤0.01% | 1676 |
|
|
2024
Q4 | $208K | Sell |
1,391
-60
| -4% | -$8.98K | ﹤0.01% | 1637 |
|
|
2024
Q3 | $262K | Sell |
1,451
-580
| -29% | -$105K | ﹤0.01% | 1539 |
|
|
2024
Q2 | $316K | Buy |
2,031
+43
| +2% | +$6.68K | ﹤0.01% | 1409 |
|
|
2024
Q1 | $292K | Sell |
1,988
-62
| -3% | -$9.11K | ﹤0.01% | 1423 |
|
|
2023
Q4 | $329K | Sell |
2,050
-2,612
| -56% | -$419K | ﹤0.01% | 1343 |
|
|
2023
Q3 | $567K | Buy |
4,662
+3,387
| +266% | +$412K | ﹤0.01% | 1113 |
|
|
2023
Q2 | $190K | Sell |
1,275
-100
| -7% | -$14.9K | ﹤0.01% | 1489 |
|
|
2023
Q1 | $224K | Sell |
1,375
-51
| -4% | -$8.31K | ﹤0.01% | 1398 |
|
|
2022
Q4 | $210K | Buy |
1,426
+54
| +4% | +$7.95K | ﹤0.01% | 1406 |
|
|
2022
Q3 | $237K | Sell |
1,372
-696
| -34% | -$120K | ﹤0.01% | 1338 |
|
|
2022
Q2 | $352K | Buy |
2,068
+463
| +29% | +$78.8K | ﹤0.01% | 1185 |
|
|
2022
Q1 | $330K | Buy |
1,605
+157
| +11% | +$32.3K | ﹤0.01% | 1249 |
|
|
2021
Q4 | $328K | Buy |
1,448
+517
| +56% | +$117K | ﹤0.01% | 1245 |
|
|
2021
Q3 | $157K | Buy |
931
+396
| +74% | +$66.8K | ﹤0.01% | 1433 |
|
|
2021
Q2 | $88K | Sell |
535
-2,204
| -80% | -$363K | ﹤0.01% | 1641 |
|
|
2021
Q1 | $363K | Sell |
2,739
-309
| -10% | -$41K | ﹤0.01% | 1030 |
|
|
2020
Q4 | $353K | Sell |
3,048
-1,838
| -38% | -$213K | ﹤0.01% | 947 |
|
|
2020
Q3 | $523K | Buy |
4,886
+1,023
| +26% | +$110K | ﹤0.01% | 743 |
|
|
2020
Q2 | $357K | Buy |
3,863
+2,856
| +284% | +$264K | ﹤0.01% | 791 |
|
|
2020
Q1 | $96K | Buy |
1,007
+182
| +22% | +$17.4K | ﹤0.01% | 1126 |
|
|
2019
Q4 | $87K | Buy |
825
+567
| +220% | +$59.8K | ﹤0.01% | 1240 |
|
|
2019
Q3 | $30K | Sell |
258
-95
| -27% | -$11K | ﹤0.01% | 1588 |
|
|
2019
Q2 | $37K | Buy |
353
+77
| +28% | +$8.07K | ﹤0.01% | 1503 |
|
|
2019
Q1 | $28K | Buy |
276
+88
| +47% | +$8.93K | ﹤0.01% | 1581 |
|
|
2018
Q4 | $17K | Hold |
188
| – | – | ﹤0.01% | 1650 |
|
|
2018
Q3 | $16K | Sell |
188
-4
| -2% | -$340 | ﹤0.01% | 1748 |
|
|
2018
Q2 | $19K | Sell |
192
-48
| -20% | -$4.75K | ﹤0.01% | 1613 |
|
|
2018
Q1 | $21K | Sell |
240
-17
| -7% | -$1.49K | ﹤0.01% | 1510 |
|
|
2017
Q4 | $22K | Buy |
257
+1
| +0.4% | +$86 | ﹤0.01% | 1473 |
|
|
2017
Q3 | $20K | Sell |
256
-47
| -16% | -$3.67K | ﹤0.01% | 1463 |
|
|
2017
Q2 | $24K | Buy |
303
+72
| +31% | +$5.7K | ﹤0.01% | 1324 |
|
|
2017
Q1 | $18K | Buy |
231
+47
| +26% | +$3.66K | ﹤0.01% | 1372 |
|
|
2016
Q4 | $14K | Buy |
+184
| New | +$14K | ﹤0.01% | 1484 |
|
|
2016
Q3 | – | Sell |
-38
| Closed | -$4K | – | 610 |
|
|
2016
Q2 | $4K | Buy |
38
+9
| +31% | +$947 | ﹤0.01% | 1650 |
|
|
2016
Q1 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 1798 |
|
|
2015
Q2 | – | Sell |
-86
| Closed | -$6K | – | 1469 |
|
|
2015
Q1 | $6K | Sell |
86
-679
| -89% | -$47.4K | ﹤0.01% | 1145 |
|
|
2014
Q4 | $45K | Buy |
+765
| New | +$45K | ﹤0.01% | 679 |
|