SM
Soapstone Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Buy |
65,000
+11,250
| +21% | +$3.3M | 12.66% | 4 |
|
|
2025
Q1 | $16.1M | Buy |
+53,750
| New | +$16.1M | 12.57% | 3 |
|
|
2021
Q3 | – | Sell |
-6,250
| Closed | -$1.88M | – | 18 |
|
|
2021
Q2 | $1.88M | Sell |
6,250
-18,750
| -75% | -$5.64M | 0.75% | 20 |
|
|
2021
Q1 | $6.17M | Sell |
25,000
-40,149
| -62% | -$9.91M | 2.74% | 14 |
|
|
2020
Q4 | $15M | Sell |
65,149
-3,601
| -5% | -$832K | 6.48% | 6 |
|
|
2020
Q3 | $15.3M | Buy |
68,750
+6,250
| +10% | +$1.39M | 7.52% | 5 |
|
|
2020
Q2 | $12M | Hold |
62,500
| – | – | 6.91% | 4 |
|
|
2020
Q1 | $12.4M | Buy |
62,500
+37,100
| +146% | +$7.37M | 10.7% | 3 |
|
|
2019
Q4 | $5.41M | Buy |
+25,400
| New | +$5.41M | 3.44% | 11 |
|