WAM
Werlinich Asset Management’s Public Storage PSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.08M | Buy |
7,105
+1,050
| +17% | +$308K | 1.14% | 26 |
|
2025
Q1 | $1.81M | Buy |
6,055
+55
| +0.9% | +$16.5K | 1.15% | 29 |
|
2024
Q4 | $1.77M | Hold |
6,000
| – | – | 1.03% | 28 |
|
2024
Q3 | $2.18M | Buy |
6,000
+5
| +0.1% | +$1.82K | 1.27% | 24 |
|
2024
Q2 | $1.72M | Buy |
5,995
+70
| +1% | +$20.1K | 1.07% | 28 |
|
2024
Q1 | $1.71M | Buy |
5,925
+470
| +9% | +$135K | 1.11% | 28 |
|
2023
Q4 | $1.67M | Sell |
5,455
-33
| -0.6% | -$10.1K | 1.26% | 26 |
|
2023
Q3 | $1.45M | Buy |
+5,488
| New | +$1.45M | 1.19% | 26 |
|