RSWM
Robertson Stephens Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
4,062
-13
| -0.3% | -$3.81K | 0.04% | 242 |
|
|
2025
Q1 | $1.22M | Buy |
4,075
+13
| +0.3% | +$3.89K | 0.04% | 238 |
|
|
2024
Q4 | $1.22M | Buy |
4,062
+6
| +0.1% | +$1.8K | 0.04% | 239 |
|
|
2024
Q3 | $1.48M | Sell |
4,056
-45
| -1% | -$16.4K | 0.05% | 233 |
|
|
2024
Q2 | $1.18M | Buy |
4,101
+2,068
| +102% | +$595K | 0.06% | 202 |
|
|
2024
Q1 | $590K | Sell |
2,033
-12
| -0.6% | -$3.48K | 0.03% | 315 |
|
|
2023
Q4 | $624K | Sell |
2,045
-19
| -0.9% | -$5.8K | 0.04% | 273 |
|
|
2023
Q3 | $544K | Buy |
2,064
+1,089
| +112% | +$287K | 0.04% | 291 |
|
|
2023
Q2 | $285K | Sell |
975
-189
| -16% | -$55.2K | 0.02% | 362 |
|
|
2023
Q1 | $352K | Sell |
1,164
-30
| -3% | -$9.06K | 0.03% | 344 |
|
|
2022
Q4 | $335K | Sell |
1,194
-16
| -1% | -$4.48K | 0.03% | 316 |
|
|
2022
Q3 | $354K | Sell |
1,210
-7
| -0.6% | -$2.05K | 0.04% | 256 |
|
|
2022
Q2 | $380K | Sell |
1,217
-31
| -2% | -$9.68K | 0.04% | 268 |
|
|
2022
Q1 | $487K | Buy |
+1,248
| New | +$487K | 0.04% | 252 |
|