Wealthfront Advisers’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.96M | Buy |
29,403
+6,131
| +26% | +$1.76M | 0.02% | 321 |
|
|
2025
Q4 | $6.04M | Buy |
23,272
+14,113
| +154% | +$3.95M | 0.01% | 355 |
|
|
2025
Q3 | $2.65M | Sell |
9,159
-5,960
| -39% | -$1.71M | 0.01% | 527 |
|
|
2025
Q2 | $4.44M | Buy |
15,119
+4,189
| +38% | +$1.24M | 0.01% | 402 |
|
|
2025
Q1 | $3.27M | Buy |
10,930
+481
| +5% | +$144K | 0.01% | 434 |
|
|
2024
Q4 | $3.13M | Sell |
10,449
-17
| -0.2% | -$5.64K | 0.01% | 423 |
|
|
2024
Q3 | $3.81M | Buy |
10,466
+1,170
| +13% | +$380K | 0.01% | 370 |
|
|
2024
Q2 | $2.67M | Buy |
9,296
+2,933
| +46% | +$809K | 0.01% | 415 |
|
|
2024
Q1 | $1.85M | Buy |
6,363
+153
| +2% | +$43.9K | 0.01% | 500 |
|
|
2023
Q4 | $1.89M | Sell |
6,210
-7,672
| -55% | -$2.04M | 0.01% | 475 |
|
|
2023
Q3 | $3.66M | Buy |
13,882
+975
| +8% | +$273K | 0.02% | 278 |
|
|
2023
Q2 | $3.77M | Sell |
12,907
-167
| -1% | -$48.7K | 0.02% | 274 |
|
|
2023
Q1 | $3.95M | Buy |
13,074
+655
| +5% | +$193K | 0.02% | 251 |
|
|
2022
Q4 | $3.48M | Sell |
12,419
-1,570
| -11% | -$458K | 0.02% | 268 |
|
|
2022
Q3 | $4.1M | Buy |
13,989
+148
| +1% | +$48.1K | 0.02% | 213 |
|
|
2022
Q2 | $4.33M | Sell |
13,841
-8,448
| -38% | -$2.92M | 0.02% | 205 |
|
|
2022
Q1 | $8.7M | Buy |
22,289
+5,721
| +35% | +$2.08M | 0.04% | 118 |
|
|
2021
Q4 | $6.21M | Buy |
16,568
+2,757
| +20% | +$921K | 0.03% | 158 |
|
|
2021
Q3 | $4.1M | Buy |
13,811
+2,303
| +20% | +$723K | 0.02% | 188 |
|
|
2021
Q2 | $3.46M | Buy |
11,508
+2,470
| +27% | +$693K | 0.02% | 182 |
|
|
2021
Q1 | $2.23M | Buy |
9,038
+1,820
| +25% | +$424K | 0.01% | 241 |
|
|
2020
Q4 | $1.67M | Buy |
7,218
+905
| +14% | +$207K | 0.01% | 265 |
|
|
2020
Q3 | $1.41M | Buy |
6,313
+422
| +7% | +$86.2K | 0.01% | 250 |
|
|
2020
Q2 | $1.13M | Sell |
5,891
-629
| -10% | -$121K | 0.01% | 290 |
|
|
2020
Q1 | $1.29M | Sell |
6,520
-2,159
| -25% | -$462K | 0.01% | 219 |
|
|
2019
Q4 | $1.85M | Sell |
8,679
-893
| -9% | -$198K | 0.01% | 198 |
|
|
2019
Q3 | $2.35M | Sell |
9,572
-21
| -0.2% | -$5.27K | 0.02% | 144 |
|
|
2019
Q2 | $2.29M | Buy |
9,593
+87
| +0.9% | +$20K | 0.02% | 138 |
|
|
2019
Q1 | $2.07M | Buy |
9,506
+98
| +1% | +$20.5K | 0.02% | 139 |
|
|
2018
Q4 | $1.9M | Buy |
+9,408
| New | +$1.92M | 0.02% | 130 |
|
Other funds holding PSA
VPM
VCM
