Pinnacle 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 | $255K | Sell |
869
-22
| -2% | -$6.46K | ﹤0.01% | 775 |
|
|
2025
Q1 | $267K | Hold |
891
| – | – | ﹤0.01% | 740 |
|
|
2024
Q4 | $267K | Buy |
891
+106
| +14% | +$31.7K | ﹤0.01% | 742 |
|
|
2024
Q3 | $239K | Sell |
785
-118
| -13% | -$36K | ﹤0.01% | 736 |
|
|
2024
Q2 | $260K | Buy |
903
+99
| +12% | +$28.5K | ﹤0.01% | 724 |
|
|
2024
Q1 | $233K | Buy |
804
+19
| +2% | +$5.51K | ﹤0.01% | 758 |
|
|
2023
Q4 | $239K | Buy |
785
+8
| +1% | +$2.44K | ﹤0.01% | 746 |
|
|
2023
Q3 | $205K | Sell |
777
-238
| -23% | -$62.7K | ﹤0.01% | 754 |
|
|
2023
Q2 | $296K | Buy |
1,015
+89
| +10% | +$26K | 0.01% | 677 |
|
|
2023
Q1 | $280K | Buy |
926
+28
| +3% | +$8.46K | 0.01% | 644 |
|
|
2022
Q4 | $252K | Sell |
898
-141
| -14% | -$39.5K | 0.01% | 653 |
|
|
2022
Q3 | $304K | Buy |
1,039
+177
| +21% | +$51.8K | 0.01% | 593 |
|
|
2022
Q2 | $270K | Buy |
862
+164
| +23% | +$51.4K | 0.01% | 634 |
|
|
2022
Q1 | $272K | Hold |
698
| – | – | ﹤0.01% | 691 |
|
|
2021
Q4 | $261K | Sell |
698
-7
| -1% | -$2.62K | ﹤0.01% | 696 |
|
|
2021
Q3 | $210K | Hold |
705
| – | – | ﹤0.01% | 722 |
|
|
2021
Q2 | $212K | Buy |
+705
| New | +$212K | ﹤0.01% | 724 |
|
|
2017
Q3 | – | Sell |
-3,370
| Closed | -$703K | – | 681 |
|
|
2017
Q2 | $703K | Buy |
3,370
+10
| +0.3% | +$2.09K | 0.01% | 446 |
|
|
2017
Q1 | $736K | Sell |
3,360
-350
| -9% | -$76.7K | 0.01% | 438 |
|
|
2016
Q4 | $829K | Buy |
3,710
+850
| +30% | +$190K | 0.02% | 417 |
|
|
2016
Q3 | $638K | Buy |
2,860
+710
| +33% | +$158K | 0.01% | 437 |
|
|
2016
Q2 | $550K | Buy |
+2,150
| New | +$550K | 0.01% | 454 |
|