UMB Bank’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.44M | Buy |
28,748
+7,196
| +33% | +$2.11M | 0.13% | 122 |
|
2025
Q1 | $6.45M | Buy |
21,552
+1,256
| +6% | +$376K | 0.11% | 140 |
|
2024
Q4 | $6.08M | Buy |
20,296
+1,671
| +9% | +$500K | 0.1% | 138 |
|
2024
Q3 | $6.78M | Buy |
18,625
+17,469
| +1,511% | +$6.36M | 0.11% | 136 |
|
2024
Q2 | $333K | Sell |
1,156
-327
| -22% | -$94.1K | 0.01% | 458 |
|
2024
Q1 | $430K | Sell |
1,483
-673
| -31% | -$195K | 0.01% | 432 |
|
2023
Q4 | $658K | Sell |
2,156
-2,166
| -50% | -$661K | 0.01% | 382 |
|
2023
Q3 | $1.14M | Sell |
4,322
-555
| -11% | -$146K | 0.02% | 301 |
|
2023
Q2 | $1.42M | Sell |
4,877
-47
| -1% | -$13.7K | 0.02% | 297 |
|
2023
Q1 | $1.49M | Sell |
4,924
-149
| -3% | -$45K | 0.02% | 292 |
|
2022
Q4 | $1.42M | Buy |
5,073
+231
| +5% | +$64.7K | 0.02% | 295 |
|
2022
Q3 | $1.42M | Buy |
4,842
+14
| +0.3% | +$4.1K | 0.02% | 296 |
|
2022
Q2 | $1.51M | Buy |
4,828
+499
| +12% | +$156K | 0.02% | 320 |
|
2022
Q1 | $1.69M | Buy |
4,329
+3,735
| +629% | +$1.46M | 0.02% | 321 |
|
2021
Q4 | $223K | Buy |
+594
| New | +$223K | ﹤0.01% | 640 |
|
2018
Q1 | – | Sell |
-1,051
| Closed | -$219K | – | 340 |
|
2017
Q4 | $219K | Sell |
1,051
-441
| -30% | -$91.9K | 0.01% | 312 |
|
2017
Q3 | $319K | Sell |
1,492
-178
| -11% | -$38.1K | 0.01% | 274 |
|
2017
Q2 | $348K | Sell |
1,670
-670
| -29% | -$140K | 0.01% | 265 |
|
2017
Q1 | $512K | Sell |
2,340
-1,513
| -39% | -$331K | 0.02% | 237 |
|
2016
Q4 | $861K | Sell |
3,853
-8,040
| -68% | -$1.8M | 0.03% | 203 |
|
2016
Q3 | $2.65M | Sell |
11,893
-18,548
| -61% | -$4.14M | 0.11% | 148 |
|
2016
Q2 | $7.78M | Sell |
30,441
-33,540
| -52% | -$8.57M | 0.33% | 74 |
|
2016
Q1 | $17.6M | Buy |
+63,981
| New | +$17.6M | 0.75% | 40 |
|