Prestige Wealth Management Group’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 | $667K | Sell |
2,273
-47
| -2% | -$13.8K | 0.14% | 81 |
|
|
2025
Q1 | $694K | Buy |
2,320
+64
| +3% | +$19.2K | 0.15% | 75 |
|
|
2024
Q4 | $676K | Buy |
2,256
+192
| +9% | +$57.5K | 0.14% | 78 |
|
|
2024
Q3 | $751K | Buy |
2,064
+1,981
| +2,387% | +$721K | 0.16% | 74 |
|
|
2024
Q2 | $23.9K | Sell |
83
-1,905
| -96% | -$548K | 0.01% | 298 |
|
|
2024
Q1 | $577K | Buy |
1,988
+1,905
| +2,295% | +$553K | 0.12% | 81 |
|
|
2023
Q4 | $25.3K | Sell |
83
-32
| -28% | -$9.76K | 0.01% | 312 |
|
|
2023
Q3 | $30.3K | Sell |
115
-9
| -7% | -$2.37K | 0.01% | 284 |
|
|
2023
Q2 | $36.2K | Sell |
124
-52
| -30% | -$15.2K | 0.01% | 293 |
|
|
2023
Q1 | $53.2K | Buy |
176
+10
| +6% | +$3.02K | 0.01% | 240 |
|
|
2022
Q4 | $46.5K | Sell |
166
-16
| -9% | -$4.48K | 0.01% | 259 |
|
|
2022
Q3 | $54K | Buy |
182
+12
| +7% | +$3.56K | 0.02% | 225 |
|
|
2022
Q2 | $53K | Sell |
170
-10
| -6% | -$3.12K | 0.01% | 232 |
|
|
2022
Q1 | $70K | Buy |
180
+15
| +9% | +$5.83K | 0.02% | 216 |
|
|
2021
Q4 | $62K | Sell |
165
-1
| -0.6% | -$376 | 0.01% | 245 |
|
|
2021
Q3 | $49K | Hold |
166
| – | – | 0.01% | 264 |
|
|
2021
Q2 | $50K | Sell |
166
-1
| -0.6% | -$301 | 0.01% | 248 |
|
|
2021
Q1 | $42K | Buy |
167
+11
| +7% | +$2.77K | 0.01% | 267 |
|
|
2020
Q4 | $36K | Sell |
156
-74
| -32% | -$17.1K | 0.01% | 278 |
|
|
2020
Q3 | $51K | Buy |
230
+70
| +44% | +$15.5K | 0.02% | 247 |
|
|
2020
Q2 | $31K | Sell |
160
-109
| -41% | -$21.1K | 0.01% | 277 |
|
|
2020
Q1 | $53K | Buy |
269
+238
| +768% | +$46.9K | 0.02% | 176 |
|
|
2019
Q4 | $7K | Hold |
31
| – | – | ﹤0.01% | 389 |
|
|
2019
Q3 | $8K | Buy |
+31
| New | +$8K | ﹤0.01% | 362 |
|
|
2019
Q2 | – | Hold |
0
| – | -$7K | – | 362 |
|
|
2019
Q1 | – | Sell |
-97
| Closed | -$20K | – | 371 |
|
|
2018
Q4 | $20K | Buy |
+97
| New | +$20K | 0.01% | 308 |
|