SIC
Sigma Investment Counselors’s Public Storage PSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.08M | Buy |
10,482
+554
| +6% | +$163K | 0.17% | 80 |
|
2025
Q1 | $2.97M | Sell |
9,928
-525
| -5% | -$157K | 0.18% | 75 |
|
2024
Q4 | $3.13M | Buy |
10,453
+33
| +0.3% | +$9.88K | 0.18% | 77 |
|
2024
Q3 | $3.79M | Buy |
10,420
+60
| +0.6% | +$21.8K | 0.22% | 73 |
|
2024
Q2 | $2.98M | Buy |
10,360
+120
| +1% | +$34.5K | 0.19% | 76 |
|
2024
Q1 | $2.97M | Buy |
10,240
+550
| +6% | +$160K | 0.19% | 76 |
|
2023
Q4 | $2.96M | Buy |
9,690
+785
| +9% | +$239K | 0.21% | 69 |
|
2023
Q3 | $2.35M | Buy |
8,905
+120
| +1% | +$31.6K | 0.18% | 73 |
|
2023
Q2 | $2.56M | Buy |
+8,785
| New | +$2.56M | 0.19% | 74 |
|