SAM
Smithbridge Asset Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Sell |
2,500
-214
| -8% | -$62.8K | 0.13% | 88 |
|
|
2025
Q1 | $812K | Buy |
+2,714
| New | +$812K | 0.15% | 93 |
|
|
2024
Q3 | $1.21M | Buy |
3,333
+1,187
| +55% | +$432K | 0.21% | 82 |
|
|
2024
Q2 | $617K | Sell |
2,146
-331
| -13% | -$95.2K | 0.13% | 104 |
|
|
2024
Q1 | $718K | Buy |
2,477
+143
| +6% | +$41.5K | 0.15% | 99 |
|
|
2023
Q4 | $712K | Sell |
2,334
-227
| -9% | -$69.2K | 0.16% | 102 |
|
|
2023
Q3 | $675K | Sell |
2,561
-35
| -1% | -$9.23K | 0.17% | 105 |
|
|
2023
Q2 | $758K | Buy |
2,596
+11
| +0.4% | +$3.21K | 0.18% | 100 |
|
|
2023
Q1 | $781K | Buy |
2,585
+99
| +4% | +$29.9K | 0.2% | 96 |
|
|
2022
Q4 | $697K | Buy |
+2,486
| New | +$697K | 0.19% | 98 |
|