West Coast Financial’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 | – | Sell |
-28,975
| Closed | -$8.67M | – | 113 |
|
|
2025
Q1 | $8.67M | Sell |
28,975
-690
| -2% | -$207K | 0.99% | 27 |
|
|
2024
Q4 | $8.88M | Sell |
29,665
-13,351
| -31% | -$4M | 0.98% | 32 |
|
|
2024
Q3 | $15.7M | Buy |
43,016
+217
| +0.5% | +$79K | 1.72% | 11 |
|
|
2024
Q2 | $12.3M | Buy |
42,799
+246
| +0.6% | +$70.8K | 1.46% | 18 |
|
|
2024
Q1 | $12.3M | Sell |
42,553
-3,315
| -7% | -$962K | 1.5% | 19 |
|
|
2023
Q4 | $14M | Buy |
45,868
+23,060
| +101% | +$7.03M | 1.84% | 11 |
|
|
2023
Q3 | $6.01M | Buy |
22,808
+400
| +2% | +$105K | 0.9% | 42 |
|
|
2023
Q2 | $6.54M | Sell |
22,408
-19
| -0.1% | -$5.55K | 0.93% | 37 |
|
|
2023
Q1 | $6.78M | Buy |
22,427
+193
| +0.9% | +$58.3K | 1.04% | 27 |
|
|
2022
Q4 | $6.23M | Buy |
22,234
+722
| +3% | +$202K | 1.06% | 29 |
|
|
2022
Q3 | $6.3M | Buy |
21,512
+465
| +2% | +$136K | 1.16% | 25 |
|
|
2022
Q2 | $6.58M | Buy |
21,047
+431
| +2% | +$135K | 1.17% | 27 |
|
|
2022
Q1 | $8.05M | Buy |
20,616
+528
| +3% | +$206K | 1.24% | 29 |
|
|
2021
Q4 | $7.52M | Buy |
20,088
+400
| +2% | +$150K | 1.08% | 34 |
|
|
2021
Q3 | $5.85M | Buy |
19,688
+15,736
| +398% | +$4.67M | 0.94% | 42 |
|
|
2021
Q2 | $1.19M | Buy |
3,952
+5
| +0.1% | +$1.5K | 0.19% | 70 |
|
|
2021
Q1 | $974K | Sell |
3,947
-30
| -0.8% | -$7.4K | 0.17% | 71 |
|
|
2020
Q4 | $918K | Sell |
3,977
-223
| -5% | -$51.5K | 0.18% | 66 |
|
|
2020
Q3 | $935K | Buy |
4,200
+192
| +5% | +$42.7K | 0.21% | 64 |
|
|
2020
Q2 | $769K | Buy |
4,008
+355
| +10% | +$68.1K | 0.19% | 64 |
|
|
2020
Q1 | $726K | Hold |
3,653
| – | – | 0.19% | 60 |
|
|
2019
Q4 | $778K | Hold |
3,653
| – | – | 0.17% | 70 |
|
|
2019
Q3 | $896K | Sell |
3,653
-70
| -2% | -$17.2K | 0.2% | 66 |
|
|
2019
Q2 | $887K | Sell |
3,723
-10
| -0.3% | -$2.38K | 0.2% | 68 |
|
|
2019
Q1 | $813K | Sell |
3,733
-40
| -1% | -$8.71K | 0.19% | 72 |
|
|
2018
Q4 | $764K | Sell |
3,773
-5
| -0.1% | -$1.01K | 0.22% | 71 |
|
|
2018
Q3 | $762K | Sell |
3,778
-43
| -1% | -$8.67K | 0.18% | 83 |
|
|
2018
Q2 | $867K | Hold |
3,821
| – | – | 0.24% | 64 |
|
|
2018
Q1 | $766K | Sell |
3,821
-1,167
| -23% | -$234K | 0.22% | 66 |
|
|
2017
Q4 | $1.04M | Sell |
4,988
-315
| -6% | -$65.8K | 0.29% | 61 |
|
|
2017
Q3 | $1.14M | Sell |
5,303
-320
| -6% | -$68.5K | 0.31% | 65 |
|
|
2017
Q2 | $1.17M | Sell |
5,623
-605
| -10% | -$126K | 0.37% | 54 |
|
|
2017
Q1 | $1.36M | Sell |
6,228
-335
| -5% | -$73.3K | 0.43% | 55 |
|
|
2016
Q4 | $1.47M | Sell |
6,563
-185
| -3% | -$41.4K | 0.47% | 55 |
|
|
2016
Q3 | $1.51M | Buy |
+6,748
| New | +$1.51M | 0.48% | 55 |
|