Private Trust Company’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 | $762K | Buy |
2,596
+457
| +21% | +$134K | 0.07% | 300 |
|
2025
Q1 | $640K | Buy |
2,139
+1,487
| +228% | +$445K | 0.07% | 317 |
|
2024
Q4 | $195K | Buy |
652
+15
| +2% | +$4.49K | 0.02% | 704 |
|
2024
Q3 | $232K | Sell |
637
-24
| -4% | -$8.73K | 0.02% | 646 |
|
2024
Q2 | $190K | Buy |
661
+6
| +0.9% | +$1.73K | 0.02% | 678 |
|
2024
Q1 | $190K | Sell |
655
-29
| -4% | -$8.41K | 0.02% | 662 |
|
2023
Q4 | $209K | Buy |
684
+23
| +3% | +$7.02K | 0.02% | 601 |
|
2023
Q3 | $174K | Buy |
661
+25
| +4% | +$6.59K | 0.02% | 613 |
|
2023
Q2 | $186K | Buy |
636
+32
| +5% | +$9.34K | 0.02% | 589 |
|
2023
Q1 | $182K | Buy |
604
+160
| +36% | +$48.3K | 0.02% | 566 |
|
2022
Q4 | $124K | Buy |
444
+246
| +124% | +$68.7K | 0.02% | 664 |
|
2022
Q3 | $58K | Sell |
198
-13
| -6% | -$3.81K | 0.01% | 843 |
|
2022
Q2 | $66K | Buy |
+211
| New | +$66K | 0.01% | 836 |
|
2016
Q2 | – | Sell |
-738
| Closed | -$203K | – | 313 |
|
2016
Q1 | $203K | Buy |
+738
| New | +$203K | 0.06% | 291 |
|
2014
Q4 | – | Sell |
-407
| Closed | -$67K | – | 958 |
|
2014
Q3 | $67K | Buy |
407
+27
| +7% | +$4.45K | 0.02% | 469 |
|
2014
Q2 | $65K | Buy |
380
+64
| +20% | +$10.9K | 0.02% | 496 |
|
2014
Q1 | $53K | Hold |
316
| – | – | 0.02% | 486 |
|
2013
Q4 | $48K | Buy |
316
+100
| +46% | +$15.2K | 0.02% | 463 |
|
2013
Q3 | $35K | Hold |
216
| – | – | 0.02% | 511 |
|
2013
Q2 | $33K | Buy |
+216
| New | +$33K | 0.02% | 491 |
|