WBH Advisory’s Public Storage PSA Stock Holding History

WBH Advisory’s Portfolio PSA Stock Details PSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.27M	Sell	4,314 -163	-4%	-$47.8K	0.11%	139
2025 Q1	$1.34M	Buy	4,477 +204	+5%	+$61.1K	0.13%	125
2024 Q4	$1.28M	Sell	4,273 -1	-0%	-$299	0.12%	128
2024 Q3	$1.56M	Hold	4,274	–	–	0.15%	113
2024 Q2	$1.23M	Sell	4,274 -1	-0%	-$288	0.12%	127
2024 Q1	$1.24M	Sell	4,275 -19	-0.4%	-$5.51K	0.13%	133
2023 Q4	$1.31M	Hold	4,294	–	–	0.15%	126
2023 Q3	$1.13M	Hold	4,294	–	–	0.14%	133
2023 Q2	$1.25M	Buy	4,294 +11	+0.3%	+$3.21K	0.15%	130
2023 Q1	$1.29M	Buy	+4,283	New	+$1.29M	0.16%	127
2022 Q3	$1.25M	Buy	4,283 +500	+13%	+$146K	0.18%	120
2022 Q2	$1.19M	Hold	3,783	–	–	0.16%	127
2022 Q1	$1.51M	Sell	3,783 -12	-0.3%	-$4.79K	0.19%	115
2021 Q4	$1.42M	Hold	3,795	–	–	0.16%	123
2021 Q3	$1.13M	Hold	3,795	–	–	0.15%	126
2021 Q2	$1.19M	Hold	3,795	–	–	0.17%	109
2021 Q1	$936K	Hold	3,795	–	–	0.15%	119
2020 Q4	$854K	Hold	3,795	–	–	0.15%	123
2020 Q3	$845K	Sell	3,795 -85	-2%	-$18.9K	0.17%	114
2020 Q2	$744K	Sell	3,880 -35	-0.9%	-$6.71K	0.18%	112
2020 Q1	$777	Buy	3,915 +130	+3%	+$26	0.18%	101
2019 Q4	$806K	Buy	3,785 +35	+0.9%	+$7.45K	0.16%	122
2019 Q3	$919K	Sell	3,750 -200	-5%	-$49K	0.21%	110
2019 Q2	$940K	Buy	3,950 +1,500	+61%	+$357K	0.22%	101
2019 Q1	$533K	Buy	2,450 +100	+4%	+$21.8K	0.13%	145
2018 Q4	$475	Buy	2,350 +1,350	+135%	+$273	0.12%	145
2018 Q3	$201K	Sell	1,000 -43	-4%	-$8.64K	0.05%	238
2018 Q2	$236K	Hold	1,043	–	–	0.06%	212
2018 Q1	$209K	Hold	1,043	–	–	0.06%	218
2017 Q4	$217K	Hold	1,043	–	–	0.06%	215
2017 Q3	$223K	Hold	1,043	–	–	0.06%	209
2017 Q2	$217K	Hold	1,043	–	–	0.06%	214
2017 Q1	$228K	Sell	1,043 -48	-4%	-$10.5K	0.07%	215
2016 Q4	$243K	Buy	1,091 +43	+4%	+$9.58K	0.08%	202
2016 Q3	$233K	Buy	1,048 +48	+5%	+$10.7K	0.08%	197
2016 Q2	$255K	Hold	1,000	–	–	0.1%	168
2016 Q1	$275K	Hold	1,000	–	–	0.09%	161
2015 Q4	$247	Hold	1,000	–	–	0.09%	168
2015 Q3	$211K	Buy	+1,000	New	+$211K	0.09%	181