Whittier Trust’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 | $845K | Buy |
2,881
+60
| +2% | +$17.6K | 0.01% | 409 |
|
|
2025
Q1 | $844K | Sell |
2,821
-200
| -7% | -$59.9K | 0.01% | 405 |
|
|
2024
Q4 | $905K | Buy |
3,021
+1,153
| +62% | +$345K | 0.01% | 397 |
|
|
2024
Q3 | $680K | Buy |
1,868
+79
| +4% | +$28.7K | 0.01% | 447 |
|
|
2024
Q2 | $515K | Sell |
1,789
-207
| -10% | -$59.5K | 0.01% | 477 |
|
|
2024
Q1 | $579K | Sell |
1,996
-4
| -0.2% | -$1.16K | 0.01% | 462 |
|
|
2023
Q4 | $610K | Buy |
2,000
+373
| +23% | +$114K | 0.01% | 444 |
|
|
2023
Q3 | $429K | Buy |
1,627
+54
| +3% | +$14.2K | 0.01% | 494 |
|
|
2023
Q2 | $459K | Sell |
1,573
-110
| -7% | -$32.1K | 0.01% | 473 |
|
|
2023
Q1 | $508K | Hold |
1,683
| – | – | 0.01% | 460 |
|
|
2022
Q4 | $472K | Buy |
1,683
+299
| +22% | +$83.8K | 0.01% | 475 |
|
|
2022
Q3 | $405K | Sell |
1,384
-5
| -0.4% | -$1.46K | 0.01% | 491 |
|
|
2022
Q2 | $434K | Buy |
1,389
+5
| +0.4% | +$1.56K | 0.01% | 480 |
|
|
2022
Q1 | $540K | Buy |
1,384
+57
| +4% | +$22.2K | 0.01% | 478 |
|
|
2021
Q4 | $497K | Hold |
1,327
| – | – | 0.01% | 483 |
|
|
2021
Q3 | $394K | Buy |
1,327
+30
| +2% | +$8.91K | 0.01% | 504 |
|
|
2021
Q2 | $390K | Buy |
1,297
+25
| +2% | +$7.52K | 0.01% | 515 |
|
|
2021
Q1 | $314K | Buy |
1,272
+27
| +2% | +$6.67K | 0.01% | 555 |
|
|
2020
Q4 | $287K | Buy |
1,245
+105
| +9% | +$24.2K | 0.01% | 527 |
|
|
2020
Q3 | $254K | Hold |
1,140
| – | – | 0.01% | 527 |
|
|
2020
Q2 | $218K | Buy |
1,140
+521
| +84% | +$99.6K | 0.01% | 529 |
|
|
2020
Q1 | $123K | Sell |
619
-1,016
| -62% | -$202K | ﹤0.01% | 622 |
|
|
2019
Q4 | $348K | Buy |
1,635
+1,059
| +184% | +$225K | 0.01% | 452 |
|
|
2019
Q3 | $141K | Buy |
576
+10
| +2% | +$2.45K | ﹤0.01% | 612 |
|
|
2019
Q2 | $135K | Buy |
566
+346
| +157% | +$82.5K | ﹤0.01% | 601 |
|
|
2019
Q1 | $48K | Buy |
220
+3
| +1% | +$655 | ﹤0.01% | 798 |
|
|
2018
Q4 | $44K | Hold |
217
| – | – | ﹤0.01% | 800 |
|
|
2018
Q3 | $44K | Hold |
217
| – | – | ﹤0.01% | 800 |
|
|
2018
Q2 | $49K | Sell |
217
-11
| -5% | -$2.48K | ﹤0.01% | 762 |
|
|
2018
Q1 | $46K | Buy |
228
+11
| +5% | +$2.22K | ﹤0.01% | 793 |
|
|
2017
Q4 | $45K | Hold |
217
| – | – | ﹤0.01% | 777 |
|
|
2017
Q3 | $46K | Hold |
217
| – | – | ﹤0.01% | 758 |
|
|
2017
Q2 | $45K | Hold |
217
| – | – | ﹤0.01% | 729 |
|
|
2017
Q1 | $48K | Hold |
217
| – | – | ﹤0.01% | 719 |
|
|
2016
Q4 | $48K | Hold |
217
| – | – | ﹤0.01% | 720 |
|
|
2016
Q3 | $48K | Hold |
217
| – | – | ﹤0.01% | 711 |
|
|
2016
Q2 | $55K | Hold |
217
| – | – | ﹤0.01% | 700 |
|
|
2016
Q1 | $60K | Hold |
217
| – | – | ﹤0.01% | 690 |
|
|
2015
Q4 | $54K | Hold |
217
| – | – | ﹤0.01% | 713 |
|
|
2015
Q3 | $46K | Hold |
217
| – | – | ﹤0.01% | 719 |
|
|
2015
Q2 | $40K | Buy |
+217
| New | +$40K | ﹤0.01% | 780 |
|