Wedmont Private Capital’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
1,956
+201
| +11% | +$29.9K | 0.01% | 583 |
|
|
2025
Q1 | $235K | Sell |
1,755
-10
| -0.6% | -$1.34K | 0.01% | 591 |
|
|
2024
Q4 | $259K | Sell |
1,765
-186
| -10% | -$27.3K | 0.01% | 583 |
|
|
2024
Q3 | $330K | Buy |
1,951
+294
| +18% | +$49.8K | 0.02% | 489 |
|
|
2024
Q2 | $268K | Buy |
+1,657
| New | +$268K | 0.02% | 531 |
|
|
2023
Q3 | – | Sell |
-2,048
| Closed | -$319K | – | 514 |
|
|
2023
Q2 | $319K | Sell |
2,048
-77
| -4% | -$12K | 0.03% | 363 |
|
|
2023
Q1 | $349K | Buy |
2,125
+474
| +29% | +$77.8K | 0.05% | 301 |
|
|
2022
Q4 | $238K | Buy |
+1,651
| New | +$238K | 0.04% | 392 |
|