Patrick M. Sweeney & Associates’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 | $317K | Buy |
1,070
+36
| +3% | +$10.7K | 0.22% | 114 |
|
|
2025
Q1 | $310K | Sell |
1,034
-5
| -0.5% | -$1.5K | 0.23% | 108 |
|
|
2024
Q4 | $311K | Hold |
1,039
| – | – | 0.23% | 111 |
|
|
2024
Q3 | $378K | Buy |
1,039
+130
| +14% | +$47.3K | 0.28% | 89 |
|
|
2024
Q2 | $261K | Buy |
909
+75
| +9% | +$21.6K | 0.21% | 115 |
|
|
2024
Q1 | $242K | Buy |
834
+91
| +12% | +$26.4K | 0.2% | 119 |
|
|
2023
Q4 | $227K | Buy |
+743
| New | +$227K | 0.21% | 107 |
|