Sheets Smith Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.28M | Buy |
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2025
Q1 | $8.44M | Sell |
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2024
Q4 | $8.5M | Sell |
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2024
Q3 | $10.3M | Sell |
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2024
Q2 | $8.19M | Sell |
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2024
Q1 | $11.1M | Buy |
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2023
Q4 | $8.73M | Sell |
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2023
Q3 | $7.59M | Sell |
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2023
Q2 | $8.47M | Sell |
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2023
Q1 | $9.07M | Buy |
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2022
Q4 | $8.28M | Sell |
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2022
Q3 | $8.89M | Hold |
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2022
Q2 | $9.49M | Hold |
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2022
Q1 | $11.9M | Sell |
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2021
Q4 | $11.5M | Hold |
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2021
Q3 | $9.11M | Buy |
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2021
Q2 | $9.16M | Sell |
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2021
Q1 | $7.62M | Buy |
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2020
Q4 | $7.12M | Buy |
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2020
Q3 | $6.87M | Hold |
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2020
Q2 | $5.92M | Hold |
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2020
Q1 | $6.12M | Sell |
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2019
Q4 | $6.65M | Buy |
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2019
Q3 | $7.6M | Hold |
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2019
Q2 | $7.38M | Buy |
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2019
Q1 | $6.54M | Hold |
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2018
Q4 | $6.08M | Buy |
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2018
Q3 | $6.06M | Buy |
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2018
Q2 | $6.75M | Buy |
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2018
Q1 | $5.9M | Buy |
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