SAM
Summit Asset Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
860
-573
| -40% | -$168K | 0.04% | 145 |
|
|
2025
Q1 | $429K | Hold |
1,433
| – | – | 0.07% | 108 |
|
|
2024
Q4 | $429K | Sell |
1,433
-287
| -17% | -$85.9K | 0.08% | 108 |
|
|
2024
Q3 | $626K | Hold |
1,720
| – | – | 0.12% | 86 |
|
|
2024
Q2 | $495K | Hold |
1,720
| – | – | 0.1% | 94 |
|
|
2024
Q1 | $499K | Hold |
1,720
| – | – | 0.11% | 91 |
|
|
2023
Q4 | $525K | Hold |
1,720
| – | – | 0.13% | 83 |
|
|
2023
Q3 | $453K | Hold |
1,720
| – | – | 0.12% | 87 |
|
|
2023
Q2 | $502K | Hold |
1,720
| – | – | 0.13% | 81 |
|
|
2023
Q1 | $520K | Hold |
1,720
| – | – | 0.14% | 79 |
|
|
2022
Q4 | $482K | Hold |
1,720
| – | – | 0.14% | 84 |
|
|
2022
Q3 | $504K | Hold |
1,720
| – | – | 0.16% | 77 |
|
|
2022
Q2 | $538K | Hold |
1,720
| – | – | 0.17% | 78 |
|
|
2022
Q1 | $671K | Hold |
1,720
| – | – | 0.19% | 74 |
|
|
2021
Q4 | $644K | Hold |
1,720
| – | – | 0.18% | 72 |
|
|
2021
Q3 | $511K | Hold |
1,720
| – | – | 0.16% | 79 |
|
|
2021
Q2 | $517K | Hold |
1,720
| – | – | 0.16% | 76 |
|
|
2021
Q1 | $424K | Hold |
1,720
| – | – | 0.14% | 88 |
|
|
2020
Q4 | $397K | Hold |
1,720
| – | – | 0.14% | 87 |
|
|
2020
Q3 | $383K | Hold |
1,720
| – | – | 0.16% | 79 |
|
|
2020
Q2 | $330K | Hold |
1,720
| – | – | 0.15% | 83 |
|
|
2020
Q1 | $342K | Hold |
1,720
| – | – | 0.18% | 72 |
|
|
2019
Q4 | $366K | Hold |
1,720
| – | – | 0.16% | 77 |
|
|
2019
Q3 | $422K | Hold |
1,720
| – | – | 0.2% | 63 |
|
|
2019
Q2 | $410K | Hold |
1,720
| – | – | 0.19% | 64 |
|
|
2019
Q1 | $375K | Hold |
1,720
| – | – | 0.18% | 66 |
|
|
2018
Q4 | $348K | Hold |
1,720
| – | – | 0.2% | 64 |
|
|
2018
Q3 | $347K | Hold |
1,720
| – | – | 0.16% | 75 |
|
|
2018
Q2 | $390K | Hold |
1,720
| – | – | 0.19% | 65 |
|
|
2018
Q1 | $345K | Hold |
1,720
| – | – | 0.16% | 71 |
|
|
2017
Q4 | $359K | Hold |
1,720
| – | – | 0.17% | 70 |
|
|
2017
Q3 | $368K | Hold |
1,720
| – | – | 0.18% | 71 |
|
|
2017
Q2 | $359K | Hold |
1,720
| – | – | 0.19% | 70 |
|
|
2017
Q1 | $377K | Hold |
1,720
| – | – | 0.22% | 67 |
|
|
2016
Q4 | $384K | Hold |
1,720
| – | – | 0.24% | 62 |
|
|
2016
Q3 | $384K | Hold |
1,720
| – | – | 0.24% | 61 |
|
|
2016
Q2 | $440K | Hold |
1,720
| – | – | 0.28% | 54 |
|
|
2016
Q1 | $474K | Hold |
1,720
| – | – | 0.31% | 49 |
|
|
2015
Q4 | $426K | Hold |
1,720
| – | – | 0.29% | 51 |
|
|
2015
Q3 | $364K | Hold |
1,720
| – | – | 0.26% | 60 |
|
|
2015
Q2 | $317K | Hold |
1,720
| – | – | 0.22% | 72 |
|
|
2015
Q1 | $339K | Hold |
1,720
| – | – | 0.24% | 66 |
|
|
2014
Q4 | $318K | Hold |
1,720
| – | – | 0.23% | 69 |
|
|
2014
Q3 | $285K | Hold |
1,720
| – | – | 0.22% | 67 |
|
|
2014
Q2 | $295K | Hold |
1,720
| – | – | 0.23% | 66 |
|
|
2014
Q1 | $290K | Hold |
1,720
| – | – | 0.23% | 66 |
|
|
2013
Q4 | $259K | Hold |
1,720
| – | – | 0.2% | 73 |
|
|
2013
Q3 | $276K | Hold |
1,720
| – | – | 0.24% | 66 |
|
|
2013
Q2 | $264K | Buy |
+1,720
| New | +$264K | 0.26% | 64 |
|