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 |
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|
2025
Q2 | $3.23K | Sell |
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|
2025
Q1 | $3.51K | Buy |
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|
2024
Q4 | $3.48M | Hold |
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|
2024
Q3 | $4.23K | Buy |
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|
2024
Q2 | $274K | Hold |
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|
2024
Q1 | $276K | Hold |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $276K | Hold |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $316K | Hold |
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|
2022
Q4 | $293K | Hold |
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|
2022
Q3 | $307K | Sell |
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|
2022
Q2 | $353K | Buy |
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|
2022
Q1 | $435K | Hold |
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|
2021
Q4 | $418K | Hold |
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|
2021
Q3 | $331K | Sell |
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|
2021
Q2 | $347K | Hold |
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|
2021
Q1 | $285K | Buy |
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|
2020
Q4 | $256K | Hold |
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|
2020
Q3 | $247K | Sell |
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|
2020
Q2 | $240K | Buy |
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|
2020
Q1 | $218K | Sell |
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|
2019
Q4 | $253K | Buy |
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|
2019
Q3 | $289K | Sell |
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|
2019
Q2 | $293K | Buy |
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|
2019
Q1 | $261K | Buy |
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|
2018
Q4 | $225K | Sell |
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|
2018
Q3 | $254K | Hold |
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|
2018
Q2 | $286K | Sell |
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|
2018
Q1 | $263K | Hold |
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|
2017
Q4 | $274K | Hold |
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|
2017
Q3 | $280K | Buy |
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|
2017
Q2 | $258K | Buy |
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|
2017
Q1 | $229K | Hold |
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|
2016
Q4 | $234K | Hold |
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|
2016
Q3 | $233K | Buy |
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|
2016
Q2 | $259K | Sell |
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|
2016
Q1 | $283K | Sell |
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|
2015
Q4 | $284K | Sell |
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|
2015
Q3 | $245K | Buy |
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|
2015
Q2 | $206K | Sell |
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|
2015
Q1 | $245K | Sell |
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|
2014
Q4 | $252K | Hold |
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|
2014
Q3 | $226K | Sell |
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|
2014
Q2 | $242K | Sell |
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|
2014
Q1 | $255K | Sell |
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|
2013
Q4 | $242K | Buy |
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|
2013
Q3 | $256K | Buy |
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