Silverlake Wealth Management’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$811K Hold
2,765
0.24% 119
2025
Q1
$827K Sell
2,765
-24
-0.9% -$7.18K 0.31% 86
2024
Q4
$835K Sell
2,789
-78
-3% -$23.4K 0.32% 84
2024
Q3
$1.04M Hold
2,867
0.4% 65
2024
Q2
$825K Sell
2,867
-140
-5% -$40.3K 0.34% 77
2024
Q1
$872K Buy
3,007
+365
+14% +$106K 0.44% 59
2023
Q4
$806K Sell
2,642
-186
-7% -$56.7K 0.44% 60
2023
Q3
$745K Sell
2,828
-53
-2% -$14K 0.42% 60
2023
Q2
$841K Buy
2,881
+75
+3% +$21.9K 0.47% 54
2023
Q1
$848K Sell
2,806
-794
-22% -$240K 0.51% 48
2022
Q4
$1.01M Hold
3,600
0.63% 39
2022
Q3
$1.05M Buy
3,600
+1
+0% +$293 0.71% 37
2022
Q2
$1.13M Sell
3,599
-95
-3% -$29.7K 0.73% 35
2022
Q1
$1.44M Hold
3,694
0.82% 30
2021
Q4
$1.38M Buy
+3,694
New +$1.38M 0.74% 32