SSWM
Sheets Smith Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.28M | Buy |
28,204
+1
| +0% | +$293 | 0.97% | 21 |
|
|
2025
Q1 | $8.44M | Sell |
28,203
-200
| -0.7% | -$59.9K | 1.05% | 23 |
|
|
2024
Q4 | $8.5M | Sell |
28,403
-15
| -0.1% | -$4.49K | 1.04% | 23 |
|
|
2024
Q3 | $10.3M | Sell |
28,418
-53
| -0.2% | -$19.3K | 1.26% | 16 |
|
|
2024
Q2 | $8.19M | Sell |
28,471
-9,899
| -26% | -$2.85M | 0.98% | 25 |
|
|
2024
Q1 | $11.1M | Buy |
38,370
+9,750
| +34% | +$2.83M | 1.25% | 17 |
|
|
2023
Q4 | $8.73M | Sell |
28,620
-200
| -0.7% | -$61K | 1.24% | 20 |
|
|
2023
Q3 | $7.59M | Sell |
28,820
-190
| -0.7% | -$50.1K | 1.16% | 20 |
|
|
2023
Q2 | $8.47M | Sell |
29,010
-1,010
| -3% | -$295K | 1.24% | 20 |
|
|
2023
Q1 | $9.07M | Buy |
30,020
+480
| +2% | +$145K | 1.39% | 16 |
|
|
2022
Q4 | $8.28M | Sell |
29,540
-825
| -3% | -$231K | 1.3% | 17 |
|
|
2022
Q3 | $8.89M | Hold |
30,365
| – | – | 1.48% | 15 |
|
|
2022
Q2 | $9.49M | Hold |
30,365
| – | – | 1.56% | 15 |
|
|
2022
Q1 | $11.9M | Sell |
30,365
-300
| -1% | -$117K | 1.63% | 12 |
|
|
2021
Q4 | $11.5M | Hold |
30,665
| – | – | 1.43% | 18 |
|
|
2021
Q3 | $9.11M | Buy |
30,665
+200
| +0.7% | +$59.4K | 1.24% | 18 |
|
|
2021
Q2 | $9.16M | Sell |
30,465
-400
| -1% | -$120K | 1.23% | 19 |
|
|
2021
Q1 | $7.62M | Buy |
30,865
+20
| +0.1% | +$4.94K | 1.12% | 20 |
|
|
2020
Q4 | $7.12M | Buy |
30,845
+10
| +0% | +$2.31K | 1.08% | 21 |
|
|
2020
Q3 | $6.87M | Hold |
30,835
| – | – | 1.19% | 19 |
|
|
2020
Q2 | $5.92M | Hold |
30,835
| – | – | 1.18% | 25 |
|
|
2020
Q1 | $6.12M | Sell |
30,835
-406
| -1% | -$80.6K | 1.28% | 19 |
|
|
2019
Q4 | $6.65M | Buy |
31,241
+250
| +0.8% | +$53.2K | 1.27% | 14 |
|
|
2019
Q3 | $7.6M | Hold |
30,991
| – | – | 1.56% | 11 |
|
|
2019
Q2 | $7.38M | Buy |
30,991
+950
| +3% | +$226K | 1.52% | 10 |
|
|
2019
Q1 | $6.54M | Hold |
30,041
| – | – | 1.42% | 12 |
|
|
2018
Q4 | $6.08M | Buy |
30,041
+6
| +0% | +$1.22K | 1.64% | 10 |
|
|
2018
Q3 | $6.06M | Buy |
30,035
+300
| +1% | +$60.5K | 1.25% | 15 |
|
|
2018
Q2 | $6.75M | Buy |
29,735
+300
| +1% | +$68.1K | 1.58% | 9 |
|
|
2018
Q1 | $5.9M | Buy |
+29,435
| New | +$5.9M | 1.42% | 12 |
|