Wambolt & 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 | $1.26M | Sell |
4,234
-314
| -7% | -$93.6K | 0.42% | 70 |
|
|
2025
Q1 | $1.36M | Buy |
4,548
+74
| +2% | +$22.1K | 0.46% | 70 |
|
|
2024
Q4 | $1.34M | Sell |
4,474
-690
| -13% | -$207K | 0.43% | 73 |
|
|
2024
Q3 | $1.86M | Buy |
5,164
+260
| +5% | +$93.6K | 0.51% | 69 |
|
|
2024
Q2 | $1.39M | Buy |
4,904
+303
| +7% | +$85.8K | 0.4% | 75 |
|
|
2024
Q1 | $1.32M | Buy |
4,601
+840
| +22% | +$241K | 0.39% | 80 |
|
|
2023
Q4 | $1.15M | Buy |
3,761
+495
| +15% | +$151K | 0.38% | 91 |
|
|
2023
Q3 | $852K | Buy |
3,266
+2,087
| +177% | +$544K | 0.31% | 115 |
|
|
2023
Q2 | $344K | Buy |
1,179
+148
| +14% | +$43.2K | 0.12% | 191 |
|
|
2023
Q1 | $317K | Buy |
1,031
+109
| +12% | +$33.5K | 0.11% | 206 |
|
|
2022
Q4 | $258K | Buy |
922
+131
| +17% | +$36.7K | 0.1% | 205 |
|
|
2022
Q3 | $232K | Buy |
791
+16
| +2% | +$4.69K | 0.1% | 211 |
|
|
2022
Q2 | $242K | Buy |
775
+270
| +53% | +$84.3K | 0.1% | 210 |
|
|
2022
Q1 | $200K | Buy |
+505
| New | +$200K | 0.07% | 233 |
|