Plante Moran Financial Advisors’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 | $159K | Hold |
541
| – | – | 0.01% | 183 |
|
|
2025
Q1 | $162K | Hold |
541
| – | – | 0.01% | 192 |
|
|
2024
Q4 | $162K | Hold |
541
| – | – | 0.01% | 200 |
|
|
2024
Q3 | $197K | Hold |
541
| – | – | 0.02% | 181 |
|
|
2024
Q2 | $156K | Buy |
+541
| New | +$156K | 0.02% | 193 |
|
|
2022
Q1 | – | Sell |
-61
| Closed | -$23K | – | 967 |
|
|
2021
Q4 | $23K | Buy |
+61
| New | +$23K | ﹤0.01% | 525 |
|
|
2021
Q1 | – | Sell |
-311
| Closed | -$72K | – | 1109 |
|
|
2020
Q4 | $72K | Buy |
+311
| New | +$72K | 0.02% | 289 |
|
|
2019
Q3 | – | Sell |
-25
| Closed | -$6K | – | 897 |
|
|
2019
Q2 | $6K | Buy |
+25
| New | +$6K | ﹤0.01% | 628 |
|
|
2018
Q2 | – | Sell |
-54
| Closed | -$11K | – | 933 |
|
|
2018
Q1 | $11K | Hold |
54
| – | – | 0.01% | 588 |
|
|
2017
Q4 | $11K | Hold |
54
| – | – | 0.01% | 581 |
|
|
2017
Q3 | $12K | Hold |
54
| – | – | 0.01% | 519 |
|
|
2017
Q2 | $11K | Hold |
54
| – | – | 0.01% | 545 |
|
|
2017
Q1 | $12K | Sell |
54
-63
| -54% | -$14K | 0.01% | 551 |
|
|
2016
Q4 | $26K | Buy |
117
+63
| +117% | +$14K | 0.02% | 443 |
|
|
2016
Q3 | $12K | Sell |
54
-62
| -53% | -$13.8K | 0.01% | 571 |
|
|
2016
Q2 | $30K | Buy |
116
+62
| +115% | +$16K | 0.02% | 364 |
|
|
2016
Q1 | $15K | Sell |
54
-6
| -10% | -$1.67K | 0.01% | 420 |
|
|
2015
Q4 | $15K | Sell |
60
-6
| -9% | -$1.5K | 0.01% | 503 |
|
|
2015
Q3 | $14K | Sell |
66
-14
| -18% | -$2.97K | 0.01% | 435 |
|
|
2015
Q2 | $15K | Hold |
80
| – | – | 0.01% | 461 |
|
|
2015
Q1 | $16K | Sell |
80
-3
| -4% | -$600 | 0.01% | 440 |
|
|
2014
Q4 | $15K | Hold |
83
| – | – | 0.01% | 456 |
|
|
2014
Q3 | $14K | Buy |
83
+6
| +8% | +$1.01K | 0.01% | 473 |
|
|
2014
Q2 | $13K | Buy |
+77
| New | +$13K | 0.01% | 460 |
|