Tompkins Financial’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.6M | Buy |
24,358
+721
| +3% | +$207K | 0.53% | 48 |
|
|
2025
Q4 | $6.13M | Sell |
23,637
-1,079
| -4% | -$302K | 0.48% | 50 |
|
|
2025
Q3 | $7.14M | Sell |
24,716
-74
| -0.3% | -$21.2K | 0.6% | 46 |
|
|
2025
Q2 | $7.27M | Sell |
24,790
-314
| -1% | -$93K | 0.67% | 41 |
|
|
2025
Q1 | $7.51M | Buy |
25,104
+161
| +0.6% | +$48.1K | 0.72% | 41 |
|
|
2024
Q4 | $7.47M | Buy |
24,943
+410
| +2% | +$136K | 0.69% | 40 |
|
|
2024
Q3 | $8.93M | Buy |
24,533
+618
| +3% | +$201K | 0.86% | 37 |
|
|
2024
Q2 | $6.88M | Sell |
23,915
-327
| -1% | -$90.2K | 0.72% | 43 |
|
|
2024
Q1 | $7.03M | Buy |
24,242
+722
| +3% | +$207K | 0.8% | 41 |
|
|
2023
Q4 | $7.17M | Buy |
23,520
+3,779
| +19% | +$1M | 0.87% | 36 |
|
|
2023
Q3 | $5.2M | Buy |
19,741
+2,535
| +15% | +$711K | 0.82% | 41 |
|
|
2023
Q2 | $5.02M | Sell |
17,206
-519
| -3% | -$151K | 0.79% | 42 |
|
|
2023
Q1 | $5.36M | Sell |
17,725
-331
| -2% | -$97.3K | 0.87% | 38 |
|
|
2022
Q4 | $5.06M | Sell |
18,056
-94
| -0.5% | -$27.4K | 0.8% | 40 |
|
|
2022
Q3 | $5.31M | Sell |
18,150
-168
| -0.9% | -$54.6K | 0.9% | 36 |
|
|
2022
Q2 | $5.73M | Buy |
18,318
+263
| +1% | +$91.1K | 0.92% | 35 |
|
|
2022
Q1 | $7.05M | Buy |
18,055
+288
| +2% | +$105K | 0.99% | 30 |
|
|
2021
Q4 | $6.65M | Buy |
17,767
+213
| +1% | +$71.1K | 1.18% | 36 |
|
|
2021
Q3 | $5.21M | Buy |
+17,554
| New | +$5.51M | 0.95% | 46 |
|
|
2021
Q1 | $4.19M | Buy |
16,991
+1,045
| +7% | +$243K | 0.71% | 46 |
|
|
2020
Q4 | $3.68M | Buy |
15,946
+1,614
| +11% | +$370K | 0.66% | 48 |
|
|
2020
Q3 | $3.19M | Buy |
14,332
+460
| +3% | +$94K | 0.61% | 51 |
|
|
2020
Q2 | $2.66M | Buy |
13,872
+958
| +7% | +$185K | 0.56% | 54 |
|
|
2020
Q1 | $2.56M | Buy |
12,914
+518
| +4% | +$111K | 0.59% | 53 |
|
|
2019
Q4 | $2.64M | Buy |
12,396
+1,430
| +13% | +$317K | 0.48% | 57 |
|
|
2019
Q3 | $2.69M | Buy |
+10,966
| New | +$2.75M | 0.55% | 56 |
|
Other funds holding PSA
VPM
VCM
