Northwestern Mutual 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 | $7.16M | Buy |
24,401
+3,159
| +15% | +$927K | 0.01% | 586 |
|
|
2025
Q1 | $6.36M | Sell |
21,242
-346
| -2% | -$104K | 0.01% | 589 |
|
|
2024
Q4 | $6.46M | Sell |
21,588
-3,639
| -14% | -$1.09M | 0.01% | 552 |
|
|
2024
Q3 | $9.18M | Buy |
25,227
+6,643
| +36% | +$2.42M | 0.01% | 471 |
|
|
2024
Q2 | $5.35M | Buy |
18,584
+7,090
| +62% | +$2.04M | 0.01% | 577 |
|
|
2024
Q1 | $3.33M | Buy |
11,494
+1,457
| +15% | +$423K | ﹤0.01% | 663 |
|
|
2023
Q4 | $3.06M | Buy |
10,037
+2,551
| +34% | +$778K | ﹤0.01% | 659 |
|
|
2023
Q3 | $1.97M | Buy |
7,486
+430
| +6% | +$113K | ﹤0.01% | 723 |
|
|
2023
Q2 | $2.06M | Buy |
7,056
+539
| +8% | +$157K | ﹤0.01% | 703 |
|
|
2023
Q1 | $1.97M | Buy |
6,517
+1,357
| +26% | +$410K | ﹤0.01% | 692 |
|
|
2022
Q4 | $1.45M | Buy |
5,160
+1,596
| +45% | +$447K | ﹤0.01% | 755 |
|
|
2022
Q3 | $1.04M | Sell |
3,564
-7
| -0.2% | -$2.05K | ﹤0.01% | 811 |
|
|
2022
Q2 | $1.12M | Sell |
3,571
-4,612
| -56% | -$1.44M | ﹤0.01% | 797 |
|
|
2022
Q1 | $3.19M | Buy |
8,183
+4,837
| +145% | +$1.89M | 0.01% | 528 |
|
|
2021
Q4 | $1.25M | Buy |
3,346
+388
| +13% | +$145K | ﹤0.01% | 755 |
|
|
2021
Q3 | $880K | Buy |
2,958
+498
| +20% | +$148K | ﹤0.01% | 800 |
|
|
2021
Q2 | $740K | Buy |
2,460
+1,048
| +74% | +$315K | ﹤0.01% | 853 |
|
|
2021
Q1 | $349K | Buy |
1,412
+51
| +4% | +$12.6K | ﹤0.01% | 1046 |
|
|
2020
Q4 | $315K | Sell |
1,361
-7,778
| -85% | -$1.8M | ﹤0.01% | 986 |
|
|
2020
Q3 | $2.04M | Sell |
9,139
-3,478
| -28% | -$774K | 0.01% | 426 |
|
|
2020
Q2 | $2.42M | Buy |
12,617
+4,824
| +62% | +$926K | 0.01% | 369 |
|
|
2020
Q1 | $1.55M | Buy |
7,793
+3,733
| +92% | +$741K | 0.01% | 405 |
|
|
2019
Q4 | $864K | Buy |
4,060
+811
| +25% | +$173K | ﹤0.01% | 557 |
|
|
2019
Q3 | $797K | Buy |
3,249
+155
| +5% | +$38K | ﹤0.01% | 530 |
|
|
2019
Q2 | $737K | Buy |
3,094
+863
| +39% | +$206K | ﹤0.01% | 532 |
|
|
2019
Q1 | $486K | Buy |
2,231
+398
| +22% | +$86.7K | ﹤0.01% | 632 |
|
|
2018
Q4 | $371K | Buy |
1,833
+680
| +59% | +$138K | ﹤0.01% | 634 |
|
|
2018
Q3 | $232K | Buy |
1,153
+609
| +112% | +$123K | ﹤0.01% | 763 |
|
|
2018
Q2 | $123K | Buy |
544
+58
| +12% | +$13.1K | ﹤0.01% | 921 |
|
|
2018
Q1 | $97K | Sell |
486
-73
| -13% | -$14.6K | ﹤0.01% | 963 |
|
|
2017
Q4 | $117K | Sell |
559
-137
| -20% | -$28.7K | ﹤0.01% | 881 |
|
|
2017
Q3 | $149K | Buy |
696
+130
| +23% | +$27.8K | ﹤0.01% | 778 |
|
|
2017
Q2 | $119K | Buy |
566
+75
| +15% | +$15.8K | ﹤0.01% | 827 |
|
|
2017
Q1 | $107K | Sell |
491
-357
| -42% | -$77.8K | ﹤0.01% | 807 |
|
|
2016
Q4 | $189K | Buy |
+848
| New | +$189K | ﹤0.01% | 661 |
|
|
2016
Q3 | – | Sell |
-284
| Closed | -$72K | – | 1192 |
|
|
2016
Q2 | $72K | Sell |
284
-304
| -52% | -$77.1K | ﹤0.01% | 818 |
|
|
2016
Q1 | $162K | Buy |
588
+229
| +64% | +$63.1K | ﹤0.01% | 600 |
|
|
2015
Q4 | $89K | Sell |
359
-63
| -15% | -$15.6K | ﹤0.01% | 655 |
|
|
2015
Q3 | $89K | Sell |
422
-1
| -0.2% | -$211 | ﹤0.01% | 605 |
|
|
2015
Q2 | $79K | Buy |
423
+10
| +2% | +$1.87K | ﹤0.01% | 589 |
|
|
2015
Q1 | $81K | Sell |
413
-62
| -13% | -$12.2K | ﹤0.01% | 569 |
|
|
2014
Q4 | $89K | Buy |
475
+182
| +62% | +$34.1K | ﹤0.01% | 545 |
|
|
2014
Q3 | $48K | Buy |
293
+118
| +67% | +$19.3K | ﹤0.01% | 634 |
|
|
2014
Q2 | $30K | Hold |
175
| – | – | ﹤0.01% | 690 |
|
|
2014
Q1 | $29K | Sell |
175
-3
| -2% | -$497 | ﹤0.01% | 693 |
|
|
2013
Q4 | $27K | Buy |
178
+156
| +709% | +$23.7K | ﹤0.01% | 726 |
|
|
2013
Q3 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 1053 |
|