WA
Waverly Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
34,293
+1,258
| +4% | +$369K | 0.11% | 190 |
|
|
2025
Q1 | $9.89M | Buy |
33,035
+625
| +2% | +$187K | 0.12% | 184 |
|
|
2024
Q4 | $9.7M | Buy |
32,410
+353
| +1% | +$106K | 0.15% | 144 |
|
|
2024
Q3 | $11.7M | Buy |
32,057
+4,152
| +15% | +$1.51M | 0.22% | 99 |
|
|
2024
Q2 | $8.03M | Buy |
+27,905
| New | +$8.03M | 0.16% | 136 |
|
|
2014
Q2 | – | Sell |
-169
| Closed | -$28K | – | 749 |
|
|
2014
Q1 | $28K | Buy |
+169
| New | +$28K | 0.01% | 283 |
|