Waddell & Associates’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 | $1.15M | Buy |
3,903
+877
| +29% | +$257K | 0.12% | 57 |
|
|
2025
Q1 | $906K | Buy |
3,026
+11
| +0.4% | +$3.29K | 0.11% | 57 |
|
|
2024
Q4 | $903K | Buy |
3,015
+11
| +0.4% | +$3.29K | 0.09% | 58 |
|
|
2024
Q3 | $1.09M | Buy |
3,004
+69
| +2% | +$25.1K | 0.13% | 46 |
|
|
2024
Q2 | $844K | Buy |
2,935
+1,028
| +54% | +$296K | 0.11% | 56 |
|
|
2024
Q1 | $553K | Buy |
1,907
+13
| +0.7% | +$3.77K | 0.07% | 71 |
|
|
2023
Q4 | $588K | Sell |
1,894
-1,025
| -35% | -$318K | 0.08% | 71 |
|
|
2023
Q3 | $769K | Buy |
2,919
+25
| +0.9% | +$6.59K | 0.11% | 60 |
|
|
2023
Q2 | $845K | Buy |
2,894
+23
| +0.8% | +$6.71K | 0.12% | 56 |
|
|
2023
Q1 | $867K | Buy |
2,871
+22
| +0.8% | +$6.65K | 0.14% | 55 |
|
|
2022
Q4 | $798K | Buy |
2,849
+15
| +0.5% | +$4.2K | 0.13% | 54 |
|
|
2022
Q3 | $830K | Buy |
2,834
+1
| +0% | +$293 | 0.16% | 47 |
|
|
2022
Q2 | $886K | Buy |
2,833
+11
| +0.4% | +$3.44K | 0.18% | 45 |
|
|
2022
Q1 | $1.1M | Hold |
2,822
| – | – | 0.18% | 41 |
|
|
2021
Q4 | $1.06M | Buy |
2,822
+25
| +0.9% | +$9.36K | 0.17% | 37 |
|
|
2021
Q3 | $831K | Buy |
2,797
+15
| +0.5% | +$4.46K | 0.14% | 45 |
|
|
2021
Q2 | $837 | Buy |
+2,782
| New | +$837 | 0.13% | 42 |
|