Perigon Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $499K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $225K | Buy |
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|
2024
Q3 | $273K | Buy |
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|
2024
Q2 | $214K | Buy |
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|
2024
Q1 | $200K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $27K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3K | Hold |
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|
2017
Q1 | $3K | Hold |
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|
2016
Q4 | $3K | Buy |
|