WRPWM
Werba Rubin Papier Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Sell |
2,319
-26
| -1% | -$7.63K | 0.13% | 93 |
|
|
2025
Q1 | $702K | Buy |
2,345
+70
| +3% | +$21K | 0.15% | 82 |
|
|
2024
Q4 | $681K | Buy |
2,275
+38
| +2% | +$11.4K | 0.16% | 80 |
|
|
2024
Q3 | $814K | Buy |
2,237
+22
| +1% | +$8.01K | 0.19% | 74 |
|
|
2024
Q2 | $637K | Buy |
2,215
+2
| +0.1% | +$575 | 0.18% | 74 |
|
|
2024
Q1 | $642K | Hold |
2,213
| – | – | 0.19% | 66 |
|
|
2023
Q4 | $675K | Hold |
2,213
| – | – | 0.23% | 46 |
|
|
2023
Q3 | $583K | Hold |
2,213
| – | – | 0.21% | 55 |
|
|
2023
Q2 | $646K | Hold |
2,213
| – | – | 0.22% | 52 |
|
|
2023
Q1 | $669K | Hold |
2,213
| – | – | 0.26% | 49 |
|
|
2022
Q4 | $620K | Buy |
+2,213
| New | +$620K | 0.26% | 40 |
|