WhitTier Trust Company’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 | $110K | Sell |
374
-324
| -46% | -$95.1K | ﹤0.01% | 610 |
|
2025
Q1 | $209K | Hold |
698
| – | – | 0.01% | 508 |
|
2024
Q4 | $209K | Sell |
698
-9
| -1% | -$2.7K | 0.01% | 490 |
|
2024
Q3 | $257K | Buy |
707
+10
| +1% | +$3.64K | 0.01% | 445 |
|
2024
Q2 | $200K | Buy |
697
+5
| +0.7% | +$1.44K | 0.01% | 459 |
|
2024
Q1 | $201K | Buy |
692
+331
| +92% | +$96K | 0.01% | 469 |
|
2023
Q4 | $110K | Buy |
361
+5
| +1% | +$1.53K | ﹤0.01% | 550 |
|
2023
Q3 | $93.8K | Sell |
356
-1
| -0.3% | -$264 | ﹤0.01% | 556 |
|
2023
Q2 | $104K | Buy |
357
+11
| +3% | +$3.21K | ﹤0.01% | 560 |
|
2023
Q1 | $105K | Hold |
346
| – | – | ﹤0.01% | 557 |
|
2022
Q4 | $96.9K | Sell |
346
-1
| -0.3% | -$280 | ﹤0.01% | 568 |
|
2022
Q3 | $102K | Hold |
347
| – | – | ﹤0.01% | 555 |
|
2022
Q2 | $108K | Buy |
347
+1
| +0.3% | +$311 | ﹤0.01% | 546 |
|
2022
Q1 | $135K | Hold |
346
| – | – | ﹤0.01% | 521 |
|
2021
Q4 | $130K | Hold |
346
| – | – | ﹤0.01% | 521 |
|
2021
Q3 | $103K | Hold |
346
| – | – | ﹤0.01% | 552 |
|
2021
Q2 | $104K | Hold |
346
| – | – | ﹤0.01% | 538 |
|
2021
Q1 | $85K | Hold |
346
| – | – | ﹤0.01% | 559 |
|
2020
Q4 | $80K | Hold |
346
| – | – | ﹤0.01% | 542 |
|
2020
Q3 | $77K | Hold |
346
| – | – | ﹤0.01% | 540 |
|
2020
Q2 | $66K | Buy |
+346
| New | +$66K | ﹤0.01% | 534 |
|
2019
Q3 | – | Sell |
-2
| Closed | – | – | 1009 |
|
2019
Q2 | $0 | Sell |
2
-3
| -60% | – | ﹤0.01% | 1005 |
|
2019
Q1 | $1K | Buy |
5
+3
| +150% | +$600 | ﹤0.01% | 977 |
|
2018
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1076 |
|
2017
Q1 | – | Sell |
-50
| Closed | -$11K | – | 948 |
|
2016
Q4 | $11K | Hold |
50
| – | – | ﹤0.01% | 758 |
|
2016
Q3 | $11K | Hold |
50
| – | – | ﹤0.01% | 756 |
|
2016
Q2 | $13K | Hold |
50
| – | – | ﹤0.01% | 743 |
|
2016
Q1 | $14K | Hold |
50
| – | – | ﹤0.01% | 734 |
|
2015
Q4 | $12K | Hold |
50
| – | – | ﹤0.01% | 753 |
|
2015
Q3 | $11K | Hold |
50
| – | – | ﹤0.01% | 774 |
|
2015
Q2 | $9K | Sell |
50
-45
| -47% | -$8.1K | ﹤0.01% | 798 |
|
2015
Q1 | $19K | Hold |
95
| – | – | ﹤0.01% | 718 |
|
2014
Q4 | $18K | Hold |
95
| – | – | ﹤0.01% | 722 |
|
2014
Q3 | $16K | Hold |
95
| – | – | ﹤0.01% | 741 |
|
2014
Q2 | $16K | Hold |
95
| – | – | ﹤0.01% | 751 |
|
2014
Q1 | $16K | Hold |
95
| – | – | ﹤0.01% | 771 |
|
2013
Q4 | $14K | Sell |
95
-30
| -24% | -$4.42K | ﹤0.01% | 738 |
|
2013
Q3 | $20K | Hold |
125
| – | – | ﹤0.01% | 666 |
|
2013
Q2 | $19K | Buy |
+125
| New | +$19K | ﹤0.01% | 646 |
|