WealthPLAN Partners’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 | $541K | Hold |
1,844
| – | – | 0.09% | 164 |
|
|
2025
Q1 | $552K | Sell |
1,844
-4
| -0.2% | -$1.2K | 0.08% | 161 |
|
|
2024
Q4 | $553K | Hold |
1,848
| – | – | 0.08% | 163 |
|
|
2024
Q3 | $672K | Hold |
1,848
| – | – | 0.09% | 150 |
|
|
2024
Q2 | $532K | Sell |
1,848
-5
| -0.3% | -$1.44K | 0.06% | 199 |
|
|
2024
Q1 | $537K | Buy |
1,853
+5
| +0.3% | +$1.45K | 0.06% | 197 |
|
|
2023
Q4 | $564K | Buy |
1,848
+48
| +3% | +$14.6K | 0.06% | 207 |
|
|
2023
Q3 | $474K | Hold |
1,800
| – | – | 0.06% | 207 |
|
|
2023
Q2 | $525K | Hold |
1,800
| – | – | 0.07% | 183 |
|
|
2023
Q1 | $544K | Hold |
1,800
| – | – | 0.06% | 183 |
|
|
2022
Q4 | $542K | Buy |
+1,800
| New | +$542K | 0.04% | 244 |
|
|
2022
Q1 | $669K | Hold |
1,800
| – | – | 0.05% | 216 |
|
|
2021
Q4 | $645K | Hold |
1,800
| – | – | 0.04% | 226 |
|
|
2021
Q3 | $612K | Hold |
1,800
| – | – | 0.04% | 224 |
|
|
2021
Q2 | $562K | Hold |
1,800
| – | – | 0.04% | 221 |
|
|
2021
Q1 | $503K | Hold |
1,800
| – | – | 0.04% | 229 |
|
|
2020
Q4 | $416K | Hold |
1,800
| – | – | 0.04% | 236 |
|
|
2020
Q3 | $417K | Buy |
+1,800
| New | +$417K | 0.04% | 214 |
|
|
2016
Q3 | $5.47K | Sell |
26
-26
| -50% | -$5.47K | ﹤0.01% | 701 |
|
|
2016
Q2 | $6.53K | Buy |
+52
| New | +$6.53K | ﹤0.01% | 1887 |
|