SAM
Shell Asset Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
7,740
+4,235
| +121% | +$1.24M | 0.08% | 246 |
|
|
2025
Q1 | $1.05M | Sell |
3,505
-161
| -4% | -$48.2K | 0.05% | 291 |
|
|
2024
Q4 | $1.1M | Sell |
3,666
-85
| -2% | -$25.5K | 0.05% | 300 |
|
|
2024
Q3 | $1.37M | Buy |
+3,751
| New | +$1.37M | 0.06% | 257 |
|
|
2024
Q1 | $1.04M | Buy |
3,601
+287
| +9% | +$82.6K | 0.05% | 294 |
|
|
2023
Q4 | $1.01M | Sell |
3,314
-569
| -15% | -$174K | 0.05% | 326 |
|
|
2023
Q3 | $1.02M | Buy |
3,883
+6
| +0.2% | +$1.58K | 0.04% | 350 |
|
|
2023
Q2 | $1.13M | Buy |
3,877
+2,279
| +143% | +$665K | 0.04% | 335 |
|
|
2023
Q1 | $483K | Buy |
1,598
+58
| +4% | +$17.5K | 0.02% | 576 |
|
|
2022
Q4 | $431K | Sell |
1,540
-98
| -6% | -$27.4K | 0.02% | 603 |
|
|
2022
Q3 | $480K | Sell |
1,638
-66
| -4% | -$19.3K | 0.02% | 584 |
|
|
2022
Q2 | $533K | Sell |
1,704
-1,793
| -51% | -$561K | 0.02% | 678 |
|
|
2022
Q1 | $1.37M | Hold |
3,497
| – | – | 0.03% | 409 |
|
|
2021
Q4 | $1.31M | Sell |
3,497
-4,153
| -54% | -$1.56M | 0.03% | 459 |
|
|
2021
Q3 | $2.27M | Sell |
7,650
-5,876
| -43% | -$1.75M | 0.05% | 307 |
|
|
2021
Q2 | $4.07M | Buy |
13,526
+978
| +8% | +$294K | 0.08% | 252 |
|
|
2021
Q1 | $3.1M | Sell |
12,548
-33,885
| -73% | -$8.36M | 0.06% | 288 |
|
|
2020
Q4 | $10.7M | Sell |
46,433
-10,196
| -18% | -$2.35M | 0.22% | 108 |
|
|
2020
Q3 | $12.6M | Sell |
56,629
-674
| -1% | -$150K | 0.29% | 84 |
|
|
2020
Q2 | $11M | Buy |
57,303
+2,093
| +4% | +$402K | 0.27% | 90 |
|
|
2020
Q1 | $11M | Sell |
55,210
-1,022
| -2% | -$203K | 0.31% | 66 |
|
|
2019
Q4 | $12M | Sell |
56,232
-5,566
| -9% | -$1.19M | 0.26% | 87 |
|
|
2019
Q3 | $15.2M | Sell |
61,798
-9,407
| -13% | -$2.31M | 0.35% | 62 |
|
|
2019
Q2 | $17M | Buy |
71,205
+5,836
| +9% | +$1.39M | 0.38% | 56 |
|
|
2019
Q1 | $14.2M | Buy |
65,369
+277
| +0.4% | +$60.3K | 0.31% | 69 |
|
|
2018
Q4 | $13.2M | Sell |
65,092
-10,799
| -14% | -$2.19M | 0.33% | 65 |
|
|
2018
Q3 | $15.3M | Sell |
75,891
-791
| -1% | -$159K | 0.3% | 75 |
|
|
2018
Q2 | $17.4M | Buy |
76,682
+3,683
| +5% | +$836K | 0.36% | 61 |
|
|
2018
Q1 | $14.6M | Buy |
72,999
+1,669
| +2% | +$334K | 0.29% | 87 |
|
|
2017
Q4 | $14.9M | Sell |
71,330
-728
| -1% | -$152K | 0.3% | 86 |
|
|
2017
Q3 | $15.4M | Sell |
72,058
-1,880
| -3% | -$402K | 0.34% | 75 |
|
|
2017
Q2 | $15.4M | Sell |
73,938
-6,920
| -9% | -$1.44M | 0.33% | 73 |
|
|
2017
Q1 | $17.7M | Buy |
80,858
+5,247
| +7% | +$1.15M | 0.39% | 59 |
|
|
2016
Q4 | $16.9M | Sell |
75,611
-33,757
| -31% | -$7.54M | 0.4% | 58 |
|
|
2016
Q3 | $24.4M | Sell |
109,368
-1,141
| -1% | -$255K | 0.51% | 43 |
|
|
2016
Q2 | $28.2M | Sell |
110,509
-4,855
| -4% | -$1.24M | 0.66% | 31 |
|
|
2016
Q1 | $31.8M | Sell |
115,364
-10,917
| -9% | -$3.01M | 0.76% | 28 |
|
|
2015
Q4 | $31.3M | Sell |
126,281
-31,022
| -20% | -$7.68M | 0.74% | 24 |
|
|
2015
Q3 | $26.1M | Buy |
157,303
+1,940
| +1% | +$322K | 0.41% | 44 |
|
|
2015
Q2 | $28.6M | Sell |
155,363
-28,524
| -16% | -$5.26M | 0.57% | 32 |
|
|
2015
Q1 | $36.3M | Buy |
183,887
+6,413
| +4% | +$1.26M | 0.63% | 28 |
|
|
2014
Q4 | $32.8M | Buy |
177,474
+20,171
| +13% | +$3.73M | 0.53% | 36 |
|
|
2014
Q3 | $26.1M | Buy |
157,303
+2,494
| +2% | +$414K | 0.41% | 44 |
|
|
2014
Q2 | $26.5M | Buy |
154,809
+30,033
| +24% | +$5.15M | 0.41% | 43 |
|
|
2014
Q1 | $21M | Buy |
124,776
+2,658
| +2% | +$448K | 0.35% | 49 |
|
|
2013
Q4 | $18.4M | Buy |
122,118
+35,892
| +42% | +$5.4M | 0.31% | 58 |
|
|
2013
Q3 | $13.8M | Buy |
86,226
+364
| +0.4% | +$58.4K | 0.25% | 82 |
|
|
2013
Q2 | $13.2M | Buy |
+85,862
| New | +$13.2M | 0.25% | 85 |
|