Ritholtz Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
8,426
+306
| +4% | +$89.8K | 0.05% | 242 |
|
|
2025
Q1 | $2.43M | Buy |
8,120
+236
| +3% | +$70.6K | 0.07% | 204 |
|
|
2024
Q4 | $2.36M | Buy |
7,884
+2,332
| +42% | +$698K | 0.07% | 196 |
|
|
2024
Q3 | $2.02M | Buy |
5,552
+1,238
| +29% | +$450K | 0.06% | 230 |
|
|
2024
Q2 | $1.24M | Sell |
4,314
-127
| -3% | -$36.5K | 0.04% | 299 |
|
|
2024
Q1 | $1.29M | Sell |
4,441
-204
| -4% | -$59.2K | 0.04% | 294 |
|
|
2023
Q4 | $1.42M | Sell |
4,645
-372
| -7% | -$113K | 0.06% | 230 |
|
|
2023
Q3 | $1.32M | Buy |
5,017
+3,472
| +225% | +$915K | 0.06% | 214 |
|
|
2023
Q2 | $451K | Sell |
1,545
-3,850
| -71% | -$1.12M | 0.02% | 451 |
|
|
2023
Q1 | $1.63M | Buy |
5,395
+4,009
| +289% | +$1.21M | 0.08% | 155 |
|
|
2022
Q4 | $388K | Sell |
1,386
-1,371
| -50% | -$384K | 0.02% | 411 |
|
|
2022
Q3 | $807K | Buy |
2,757
+1,307
| +90% | +$383K | 0.04% | 292 |
|
|
2022
Q2 | $453K | Sell |
1,450
-5
| -0.3% | -$1.56K | 0.03% | 337 |
|
|
2022
Q1 | $568K | Buy |
1,455
+80
| +6% | +$31.2K | 0.04% | 279 |
|
|
2021
Q4 | $515K | Buy |
1,375
+73
| +6% | +$27.3K | 0.03% | 296 |
|
|
2021
Q3 | $387K | Buy |
1,302
+57
| +5% | +$16.9K | 0.03% | 322 |
|
|
2021
Q2 | $374K | Buy |
1,245
+117
| +10% | +$35.1K | 0.03% | 319 |
|
|
2021
Q1 | $278K | Sell |
1,128
-16
| -1% | -$3.94K | 0.02% | 326 |
|
|
2020
Q4 | $264K | Buy |
1,144
+78
| +7% | +$18K | 0.03% | 281 |
|
|
2020
Q3 | $237K | Buy |
+1,066
| New | +$237K | 0.03% | 246 |
|
|
2019
Q4 | – | Sell |
-925
| Closed | -$227K | – | 156 |
|
|
2019
Q3 | $227K | Sell |
925
-19
| -2% | -$4.66K | 0.04% | 119 |
|
|
2019
Q2 | $225K | Sell |
944
-286
| -23% | -$68.2K | 0.04% | 114 |
|
|
2019
Q1 | $268K | Hold |
1,230
| – | – | 0.05% | 108 |
|
|
2018
Q4 | $249K | Hold |
1,230
| – | – | 0.06% | 106 |
|
|
2018
Q3 | $248K | Sell |
1,230
-200
| -14% | -$40.3K | 0.06% | 100 |
|
|
2018
Q2 | $324K | Sell |
1,430
-401
| -22% | -$90.9K | 0.09% | 85 |
|
|
2018
Q1 | $367K | Sell |
1,831
-1,019
| -36% | -$204K | 0.1% | 71 |
|
|
2017
Q4 | $596K | Buy |
+2,850
| New | +$596K | 0.18% | 61 |
|