Summit Asset Management’s Public Storage PSA Stock Holding History

Summit Asset Management’s Portfolio PSA Stock Details PSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$252K	Sell
2025 Q1	$429K	Hold
2024 Q4	$429K	Sell
2024 Q3	$626K	Hold
2024 Q2	$495K	Hold
2024 Q1	$499K	Hold
2023 Q4	$525K	Hold
2023 Q3	$453K	Hold
2023 Q2	$502K	Hold
2023 Q1	$520K	Hold
2022 Q4	$482K	Hold
2022 Q3	$504K	Hold
2022 Q2	$538K	Hold
2022 Q1	$671K	Hold
2021 Q4	$644K	Hold
2021 Q3	$511K	Hold
2021 Q2	$517K	Hold
2021 Q1	$424K	Hold
2020 Q4	$397K	Hold
2020 Q3	$383K	Hold
2020 Q2	$330K	Hold
2020 Q1	$342K	Hold
2019 Q4	$366K	Hold
2019 Q3	$422K	Hold
2019 Q2	$410K	Hold
2019 Q1	$375K	Hold
2018 Q4	$348K	Hold
2018 Q3	$347K	Hold
2018 Q2	$390K	Hold
2018 Q1	$345K	Hold
2017 Q4	$359K	Hold
2017 Q3	$368K	Hold
2017 Q2	$359K	Hold
2017 Q1	$377K	Hold
2016 Q4	$384K	Hold
2016 Q3	$384K	Hold
2016 Q2	$440K	Hold
2016 Q1	$474K	Hold
2015 Q4	$426K	Hold
2015 Q3	$364K	Hold
2015 Q2	$317K	Hold
2015 Q1	$339K	Hold
2014 Q4	$318K	Hold
2014 Q3	$285K	Hold
2014 Q2	$295K	Hold
2014 Q1	$290K	Hold
2013 Q4	$259K	Hold
2013 Q3	$276K	Hold
2013 Q2	$264K	Buy