SWM
Segment Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
5,319
+340
| +7% | +$99.8K | 0.1% | 123 |
|
|
2025
Q1 | $1.49M | Sell |
4,979
-44
| -0.9% | -$13.2K | 0.1% | 119 |
|
|
2024
Q4 | $1.5M | Sell |
5,023
-320
| -6% | -$95.8K | 0.1% | 117 |
|
|
2024
Q3 | $1.94M | Buy |
5,343
+2,315
| +76% | +$842K | 0.13% | 100 |
|
|
2024
Q2 | $871K | Buy |
3,028
+170
| +6% | +$48.9K | 0.06% | 155 |
|
|
2024
Q1 | $829K | Sell |
2,858
-46
| -2% | -$13.3K | 0.06% | 154 |
|
|
2023
Q4 | $886K | Hold |
2,904
| – | – | 0.08% | 140 |
|
|
2023
Q3 | $765K | Sell |
2,904
-154
| -5% | -$40.6K | 0.08% | 136 |
|
|
2023
Q2 | $893K | Hold |
3,058
| – | – | 0.09% | 121 |
|
|
2023
Q1 | $924K | Sell |
3,058
-85
| -3% | -$25.7K | 0.1% | 111 |
|
|
2022
Q4 | $881K | Buy |
3,143
+250
| +9% | +$70K | 0.1% | 110 |
|
|
2022
Q3 | $847K | Hold |
2,893
| – | – | 0.11% | 110 |
|
|
2022
Q2 | $905K | Hold |
2,893
| – | – | 0.11% | 105 |
|
|
2022
Q1 | $1.13M | Sell |
2,893
-20
| -0.7% | -$7.81K | 0.12% | 110 |
|
|
2021
Q4 | $1.09M | Buy |
2,913
+63
| +2% | +$23.6K | 0.11% | 116 |
|
|
2021
Q3 | $847K | Hold |
2,850
| – | – | 0.1% | 128 |
|
|
2021
Q2 | $857K | Hold |
2,850
| – | – | 0.1% | 127 |
|
|
2021
Q1 | $703K | Hold |
2,850
| – | – | 0.09% | 130 |
|
|
2020
Q4 | $658K | Buy |
2,850
+170
| +6% | +$39.2K | 0.1% | 130 |
|
|
2020
Q3 | $597K | Hold |
2,680
| – | – | 0.1% | 126 |
|
|
2020
Q2 | $514K | Sell |
2,680
-40
| -1% | -$7.67K | 0.1% | 127 |
|
|
2020
Q1 | $540K | Buy |
2,720
+35
| +1% | +$6.95K | 0.12% | 111 |
|
|
2019
Q4 | $572K | Buy |
2,685
+90
| +3% | +$19.2K | 0.1% | 131 |
|
|
2019
Q3 | $636K | Hold |
2,595
| – | – | 0.12% | 113 |
|
|
2019
Q2 | $618K | Hold |
2,595
| – | – | 0.13% | 115 |
|
|
2019
Q1 | $565K | Buy |
2,595
+290
| +13% | +$63.1K | 0.12% | 121 |
|
|
2018
Q4 | $467K | Sell |
2,305
-101
| -4% | -$20.5K | 0.12% | 121 |
|
|
2018
Q3 | $485K | Buy |
2,406
+6
| +0.3% | +$1.21K | 0.11% | 133 |
|
|
2018
Q2 | $545K | Hold |
2,400
| – | – | 0.13% | 121 |
|
|
2018
Q1 | $481K | Sell |
2,400
-2,405
| -50% | -$482K | 0.12% | 124 |
|
|
2017
Q4 | $1M | Sell |
4,805
-69
| -1% | -$14.4K | 0.24% | 99 |
|
|
2017
Q3 | $1.04M | Sell |
4,874
-383
| -7% | -$82K | 0.28% | 91 |
|
|
2017
Q2 | $1.1M | Buy |
5,257
+2,847
| +118% | +$594K | 0.3% | 91 |
|
|
2017
Q1 | $528K | Buy |
2,410
+5
| +0.2% | +$1.1K | 0.17% | 107 |
|
|
2016
Q4 | $538K | Hold |
2,405
| – | – | 0.2% | 99 |
|
|
2016
Q3 | $537K | Hold |
2,405
| – | – | 0.21% | 98 |
|
|
2016
Q2 | $615K | Hold |
2,405
| – | – | 0.25% | 83 |
|
|
2016
Q1 | $663K | Hold |
2,405
| – | – | 0.25% | 79 |
|
|
2015
Q4 | $596K | Hold |
2,405
| – | – | 0.23% | 86 |
|
|
2015
Q3 | $509K | Hold |
2,405
| – | – | 0.19% | 94 |
|
|
2015
Q2 | $443K | Hold |
2,405
| – | – | 0.15% | 100 |
|
|
2015
Q1 | $474K | Buy |
+2,405
| New | +$474K | 0.16% | 101 |
|