Wedmont Private Capital’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 | $255K | Buy |
884
+10
| +1% | +$2.89K | 0.01% | 636 |
|
|
2025
Q1 | $245K | Buy |
874
+151
| +21% | +$42.3K | 0.01% | 575 |
|
|
2024
Q4 | $209K | Sell |
723
-18
| -2% | -$5.2K | 0.01% | 656 |
|
|
2024
Q3 | $257K | Buy |
+741
| New | +$257K | 0.01% | 557 |
|
|
2023
Q3 | – | Sell |
-1,658
| Closed | -$500K | – | 527 |
|
|
2023
Q2 | $500K | Sell |
1,658
-113
| -6% | -$34.1K | 0.05% | 243 |
|
|
2023
Q1 | $552K | Buy |
1,771
+281
| +19% | +$87.5K | 0.07% | 202 |
|
|
2022
Q4 | $412K | Buy |
+1,490
| New | +$412K | 0.06% | 252 |
|
|
2022
Q2 | – | Sell |
-629
| Closed | -$248K | – | 375 |
|
|
2022
Q1 | $248K | Buy |
+629
| New | +$248K | 0.06% | 273 |
|