Plimoth Trust’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 | $789K | Sell |
2,690
-235
| -8% | -$69K | 0.19% | 100 |
|
|
2025
Q1 | $875K | Sell |
2,925
-1,968
| -40% | -$589K | 0.23% | 96 |
|
|
2024
Q4 | $1.47M | Hold |
4,893
| – | – | 0.38% | 71 |
|
|
2024
Q3 | $1.78M | Sell |
4,893
-15
| -0.3% | -$5.46K | 0.45% | 67 |
|
|
2024
Q2 | $1.41M | Sell |
4,908
-115
| -2% | -$33.1K | 0.38% | 71 |
|
|
2024
Q1 | $1.46M | Buy |
5,023
+15
| +0.3% | +$4.35K | 0.39% | 73 |
|
|
2023
Q4 | $1.53M | Sell |
5,008
-10
| -0.2% | -$3.05K | 0.44% | 69 |
|
|
2023
Q3 | $1.32M | Hold |
5,018
| – | – | 0.41% | 72 |
|
|
2023
Q2 | $1.46M | Sell |
5,018
-11
| -0.2% | -$3.21K | 0.44% | 71 |
|
|
2023
Q1 | $1.52M | Sell |
5,029
-60
| -1% | -$18.1K | 0.47% | 68 |
|
|
2022
Q4 | $1.43M | Buy |
5,089
+30
| +0.6% | +$8.4K | 0.46% | 69 |
|
|
2022
Q3 | $1.48M | Sell |
5,059
-35
| -0.7% | -$10.2K | 0.51% | 64 |
|
|
2022
Q2 | $1.59M | Sell |
5,094
-45
| -0.9% | -$14.1K | 0.5% | 67 |
|
|
2022
Q1 | $2.01M | Sell |
5,139
-15
| -0.3% | -$5.85K | 0.53% | 63 |
|
|
2021
Q4 | $1.93M | Sell |
5,154
-10
| -0.2% | -$3.75K | 0.49% | 67 |
|
|
2021
Q3 | $1.53M | Sell |
5,164
-5
| -0.1% | -$1.49K | 0.43% | 71 |
|
|
2021
Q2 | $1.55M | Sell |
5,169
-90
| -2% | -$27.1K | 0.44% | 75 |
|
|
2021
Q1 | $1.3M | Buy |
5,259
+5
| +0.1% | +$1.23K | 0.38% | 78 |
|
|
2020
Q4 | $1.21M | Hold |
5,254
| – | – | 0.38% | 77 |
|
|
2020
Q3 | $1.17M | Hold |
5,254
| – | – | 0.39% | 71 |
|
|
2020
Q2 | $1.01M | Buy |
5,254
+276
| +6% | +$53K | 0.36% | 80 |
|
|
2020
Q1 | $989K | Buy |
4,978
+1,210
| +32% | +$240K | 0.41% | 74 |
|
|
2019
Q4 | $802K | Buy |
3,768
+50
| +1% | +$10.6K | 0.26% | 103 |
|
|
2019
Q3 | $912K | Sell |
3,718
-40
| -1% | -$9.81K | 0.3% | 100 |
|
|
2019
Q2 | $895K | Sell |
3,758
-40
| -1% | -$9.53K | 0.29% | 104 |
|
|
2019
Q1 | $828K | Buy |
3,798
+70
| +2% | +$15.3K | 0.28% | 105 |
|
|
2018
Q4 | $754K | Buy |
3,728
+140
| +4% | +$28.3K | 0.28% | 107 |
|
|
2018
Q3 | $723K | Sell |
3,588
-50
| -1% | -$10.1K | 0.23% | 114 |
|
|
2018
Q2 | $826K | Buy |
3,638
+200
| +6% | +$45.4K | 0.28% | 106 |
|
|
2018
Q1 | $689K | Buy |
3,438
+140
| +4% | +$28.1K | 0.24% | 118 |
|
|
2017
Q4 | $689K | Buy |
+3,298
| New | +$689K | 0.25% | 113 |
|