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
Q3
$499K Buy
2025
Q1
Sell
2024
Q4
$225K Buy
2024
Q3
$273K Buy
2024
Q2
$214K Buy
2024
Q1
$200K Buy
2021
Q1
Sell
2020
Q4
$27K Buy
2017
Q3
Sell
2017
Q2
$3K Hold
2017
Q1
$3K Hold
2016
Q4
$3K Buy