WD Rutherford’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 | $1.74M | Sell |
5,931
-141
| -2% | -$41.4K | 0.8% | 45 |
|
|
2025
Q1 | $1.75M | Buy |
6,072
+121
| +2% | +$35K | 0.93% | 40 |
|
|
2024
Q4 | $1.78M | Buy |
5,951
+1,059
| +22% | +$317K | 0.85% | 44 |
|
|
2024
Q3 | $1.78M | Sell |
4,892
-28
| -0.6% | -$10.2K | 0.87% | 46 |
|
|
2024
Q2 | $1.42M | Buy |
4,920
+203
| +4% | +$58.4K | 0.71% | 48 |
|
|
2024
Q1 | $1.37M | Buy |
4,717
+3,156
| +202% | +$915K | 0.71% | 46 |
|
|
2023
Q4 | $458K | Buy |
1,561
+29
| +2% | +$8.52K | 0.27% | 61 |
|
|
2023
Q3 | $404K | Buy |
+1,532
| New | +$404K | 0.28% | 61 |
|
|
2023
Q1 | – | Sell |
-637
| Closed | -$178K | – | 114 |
|
|
2022
Q4 | $178K | Hold |
637
| – | – | 0.14% | 71 |
|
|
2022
Q3 | $187K | Hold |
637
| – | – | 0.15% | 75 |
|
|
2022
Q2 | $199K | Hold |
637
| – | – | 0.15% | 68 |
|
|
2022
Q1 | $249K | Hold |
637
| – | – | 0.14% | 70 |
|
|
2021
Q4 | $239K | Hold |
637
| – | – | 0.12% | 75 |
|
|
2021
Q3 | $189K | Hold |
637
| – | – | 0.1% | 77 |
|
|
2021
Q2 | $192K | Hold |
637
| – | – | 0.11% | 76 |
|
|
2021
Q1 | $157K | Hold |
637
| – | – | 0.1% | 80 |
|
|
2020
Q4 | $147K | Buy |
+637
| New | +$147K | 0.09% | 78 |
|