West Oak Capital’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.01K | Sell |
1,042
-60
| -5% | -$17.2K | 0.12% | 97 |
|
|
2025
Q2 | $3.23K | Sell |
1,102
-70
| -6% | -$20.7K | 0.13% | 97 |
|
|
2025
Q1 | $3.51K | Buy |
1,172
+10
| +0.9% | +$2.99K | 0.14% | 96 |
|
|
2024
Q4 | $3.48M | Hold |
1,162
| – | – | 0.12% | 94 |
|
|
2024
Q3 | $4.23K | Buy |
1,162
+210
| +22% | +$68.2K | 0.08% | 85 |
|
|
2024
Q2 | $274K | Hold |
952
| – | – | 0.11% | 102 |
|
|
2024
Q1 | $276K | Hold |
952
| – | – | 0.12% | 101 |
|
|
2023
Q4 | $281K | Sell |
952
-95
| -9% | -$25.2K | 0.13% | 101 |
|
|
2023
Q3 | $276K | Hold |
1,047
| – | – | 0.14% | 99 |
|
|
2023
Q2 | $306K | Hold |
1,047
| – | – | 0.15% | 100 |
|
|
2023
Q1 | $316K | Hold |
1,047
| – | – | 0.16% | 96 |
|
|
2022
Q4 | $293K | Hold |
1,047
| – | – | 0.15% | 98 |
|
|
2022
Q3 | $307K | Sell |
1,047
-82
| -7% | -$26.7K | 0.17% | 96 |
|
|
2022
Q2 | $353K | Buy |
1,129
+14
| +1% | +$4.85K | 0.19% | 95 |
|
|
2022
Q1 | $435K | Hold |
1,115
| – | – | 0.2% | 89 |
|
|
2021
Q4 | $418K | Hold |
1,115
| – | – | 0.15% | 96 |
|
|
2021
Q3 | $331K | Sell |
1,115
-40
| -3% | -$12.6K | 0.13% | 109 |
|
|
2021
Q2 | $347K | Hold |
1,155
| – | – | 0.14% | 102 |
|
|
2021
Q1 | $285K | Buy |
1,155
+45
| +4% | +$10.5K | 0.12% | 108 |
|
|
2020
Q4 | $256K | Hold |
1,110
| – | – | 0.12% | 108 |
|
|
2020
Q3 | $247K | Sell |
1,110
-140
| -11% | -$28.6K | 0.14% | 97 |
|
|
2020
Q2 | $240K | Buy |
1,250
+150
| +14% | +$28.9K | 0.14% | 102 |
|
|
2020
Q1 | $218K | Sell |
1,100
-90
| -8% | -$19.3K | 0.15% | 97 |
|
|
2019
Q4 | $253K | Buy |
1,190
+10
| +0.8% | +$2.22K | 0.14% | 103 |
|
|
2019
Q3 | $289K | Sell |
1,180
-50
| -4% | -$12.6K | 0.17% | 91 |
|
|
2019
Q2 | $293K | Buy |
1,230
+30
| +3% | +$6.88K | 0.18% | 92 |
|
|
2019
Q1 | $261K | Buy |
1,200
+90
| +8% | +$18.8K | 0.16% | 98 |
|
|
2018
Q4 | $225K | Sell |
1,110
-150
| -12% | -$30.6K | 0.16% | 100 |
|
|
2018
Q3 | $254K | Hold |
1,260
| – | – | 0.15% | 103 |
|
|
2018
Q2 | $286K | Sell |
1,260
-50
| -4% | -$10.4K | 0.17% | 98 |
|
|
2018
Q1 | $263K | Hold |
1,310
| – | – | 0.16% | 104 |
|
|
2017
Q4 | $274K | Hold |
1,310
| – | – | 0.17% | 100 |
|
|
2017
Q3 | $280K | Buy |
1,310
+75
| +6% | +$15.5K | 0.17% | 106 |
|
|
2017
Q2 | $258K | Buy |
1,235
+190
| +18% | +$40.9K | 0.16% | 108 |
|
|
2017
Q1 | $229K | Hold |
1,045
| – | – | 0.14% | 110 |
|
|
2016
Q4 | $234K | Hold |
1,045
| – | – | 0.16% | 105 |
|
|
2016
Q3 | $233K | Buy |
1,045
+30
| +3% | +$7.01K | 0.16% | 107 |
|
|
2016
Q2 | $259K | Sell |
1,015
-10
| -1% | -$2.57K | 0.19% | 99 |
|
|
2016
Q1 | $283K | Sell |
1,025
-120
| -10% | -$30.3K | 0.22% | 93 |
|
|
2015
Q4 | $284K | Sell |
1,145
-15
| -1% | -$3.51K | 0.22% | 94 |
|
|
2015
Q3 | $245K | Buy |
1,160
+40
| +4% | +$8.15K | 0.2% | 93 |
|
|
2015
Q2 | $206K | Sell |
1,120
-125
| -10% | -$24K | 0.15% | 103 |
|
|
2015
Q1 | $245K | Sell |
1,245
-120
| -9% | -$23.8K | 0.18% | 96 |
|
|
2014
Q4 | $252K | Hold |
1,365
| – | – | 0.18% | 91 |
|
|
2014
Q3 | $226K | Sell |
1,365
-50
| -4% | -$8.59K | 0.17% | 95 |
|
|
2014
Q2 | $242K | Sell |
1,415
-100
| -7% | -$17.1K | 0.18% | 95 |
|
|
2014
Q1 | $255K | Sell |
1,515
-95
| -6% | -$15.4K | 0.19% | 88 |
|
|
2013
Q4 | $242K | Buy |
1,610
+15
| +0.9% | +$2.4K | 0.18% | 88 |
|
|
2013
Q3 | $256K | Buy |
+1,595
| New | +$253K | 0.2% | 84 |
|
Other funds holding PSA
