WBH Advisory’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.24M | Sell |
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|
2025
Q2 | $1.27M | Sell |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.28M | Sell |
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|
2024
Q3 | $1.56M | Hold |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.31M | Hold |
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|
2023
Q3 | $1.13M | Hold |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $1.19M | Hold |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $1.42M | Hold |
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|
2021
Q3 | $1.13M | Hold |
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|
2021
Q2 | $1.19M | Hold |
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|
2021
Q1 | $936K | Hold |
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|
2020
Q4 | $854K | Hold |
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|
2020
Q3 | $845K | Sell |
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|
2020
Q2 | $744K | Sell |
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|
2020
Q1 | $777 | Buy |
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|
2019
Q4 | $806K | Buy |
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|
2019
Q3 | $919K | Sell |
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|
2019
Q2 | $940K | Buy |
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|
2019
Q1 | $533K | Buy |
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|
2018
Q4 | $475 | Buy |
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|
2018
Q3 | $201K | Sell |
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|
2018
Q2 | $236K | Hold |
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|
2018
Q1 | $209K | Hold |
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|
2017
Q4 | $217K | Hold |
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|
2017
Q3 | $223K | Hold |
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|
2017
Q2 | $217K | Hold |
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|
2017
Q1 | $228K | Sell |
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|
2016
Q4 | $243K | Buy |
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|
2016
Q3 | $233K | Buy |
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|
2016
Q2 | $255K | Hold |
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|
2016
Q1 | $275K | Hold |
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|
2015
Q4 | $247 | Hold |
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|
2015
Q3 | $211K | Buy |
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