Wealth Enhancement Advisory Services’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9M | Buy |
77,215
+32,979
| +75% | +$9.77M | 0.04% | 383 |
|
|
2025
Q1 | $13.2M | Buy |
44,236
+4,746
| +12% | +$1.42M | 0.03% | 510 |
|
|
2024
Q4 | $11.8M | Sell |
39,490
-37,364
| -49% | -$11.2M | 0.02% | 508 |
|
|
2024
Q3 | $28M | Sell |
76,854
-21,883
| -22% | -$7.96M | 0.06% | 293 |
|
|
2024
Q2 | $28.4M | Buy |
98,737
+7,632
| +8% | +$2.2M | 0.07% | 270 |
|
|
2024
Q1 | $26.4M | Buy |
91,105
+33,797
| +59% | +$9.8M | 0.07% | 269 |
|
|
2023
Q4 | $17.5M | Buy |
57,308
+5,096
| +10% | +$1.55M | 0.05% | 329 |
|
|
2023
Q3 | $13.8M | Buy |
52,212
+16,022
| +44% | +$4.22M | 0.05% | 343 |
|
|
2023
Q2 | $10.6M | Buy |
36,190
+11,216
| +45% | +$3.27M | 0.11% | 89 |
|
|
2023
Q1 | $7.55M | Buy |
24,974
+1,030
| +4% | +$311K | 0.09% | 105 |
|
|
2022
Q4 | $7.16M | Sell |
23,944
-10,371
| -30% | -$3.1M | 0.09% | 100 |
|
|
2022
Q3 | $9.74M | Buy |
34,315
+23,762
| +225% | +$6.74M | 0.14% | 82 |
|
|
2022
Q2 | $3.33M | Sell |
10,553
-11,463
| -52% | -$3.62M | 0.05% | 165 |
|
|
2022
Q1 | $8.68M | Buy |
22,016
+1,011
| +5% | +$399K | 0.12% | 90 |
|
|
2021
Q4 | $7.45M | Buy |
+21,005
| New | +$7.45M | 0.11% | 90 |
|
|
2019
Q4 | – | Sell |
-8,661
| Closed | -$2.13M | – | 232 |
|
|
2019
Q3 | $2.13M | Buy |
+8,661
| New | +$2.13M | 0.09% | 94 |
|