Pasadena Private Wealth’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 | $465K | Sell |
1,586
-94
| -6% | -$27.6K | 0.08% | 108 |
|
|
2025
Q1 | $503K | Sell |
1,680
-89
| -5% | -$26.6K | 0.1% | 102 |
|
|
2024
Q4 | $530K | Buy |
1,769
+131
| +8% | +$39.2K | 0.11% | 85 |
|
|
2024
Q3 | $596K | Sell |
1,638
-60
| -4% | -$21.8K | 0.13% | 78 |
|
|
2024
Q2 | $488K | Sell |
1,698
-107
| -6% | -$30.8K | 0.11% | 82 |
|
|
2024
Q1 | $524K | Sell |
1,805
-36
| -2% | -$10.4K | 0.12% | 78 |
|
|
2023
Q4 | $562K | Buy |
+1,841
| New | +$562K | 0.14% | 75 |
|