Willow Creek Wealth Management’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
Q2 | $232K | Hold |
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|
2025
Q1 | $236K | Hold |
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|
2024
Q4 | $236K | Hold |
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|
2024
Q3 | $287K | Hold |
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|
2024
Q2 | $227K | Hold |
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|
2024
Q1 | $229K | Hold |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $208K | Sell |
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|
2023
Q2 | $612K | Buy |
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|
2023
Q1 | $238K | Hold |
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|
2022
Q4 | $221K | Sell |
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|
2022
Q3 | $620K | Buy |
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|
2022
Q2 | $656K | Buy |
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|
2022
Q1 | $308K | Hold |
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|
2021
Q4 | $296K | Hold |
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|
2021
Q3 | $234K | Hold |
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|
2021
Q2 | $237K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $205K | Buy |
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