WCWM
Willow Creek Wealth Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Hold |
789
| – | – | 0.02% | 154 |
|
|
2025
Q1 | $236K | Hold |
789
| – | – | 0.02% | 142 |
|
|
2024
Q4 | $236K | Hold |
789
| – | – | 0.02% | 141 |
|
|
2024
Q3 | $287K | Hold |
789
| – | – | 0.03% | 133 |
|
|
2024
Q2 | $227K | Hold |
789
| – | – | 0.03% | 143 |
|
|
2024
Q1 | $229K | Hold |
789
| – | – | 0.03% | 140 |
|
|
2023
Q4 | $241K | Hold |
789
| – | – | 0.03% | 127 |
|
|
2023
Q3 | $208K | Sell |
789
-1,309
| -62% | -$345K | 0.03% | 129 |
|
|
2023
Q2 | $612K | Buy |
2,098
+1,309
| +166% | +$382K | 0.09% | 78 |
|
|
2023
Q1 | $238K | Hold |
789
| – | – | 0.04% | 117 |
|
|
2022
Q4 | $221K | Sell |
789
-1,328
| -63% | -$372K | 0.04% | 123 |
|
|
2022
Q3 | $620K | Buy |
2,117
+19
| +0.9% | +$5.56K | 0.12% | 62 |
|
|
2022
Q2 | $656K | Buy |
2,098
+1,309
| +166% | +$409K | 0.12% | 62 |
|
|
2022
Q1 | $308K | Hold |
789
| – | – | 0.06% | 91 |
|
|
2021
Q4 | $296K | Hold |
789
| – | – | 0.06% | 100 |
|
|
2021
Q3 | $234K | Hold |
789
| – | – | 0.05% | 103 |
|
|
2021
Q2 | $237K | Buy |
+789
| New | +$237K | 0.06% | 101 |
|
|
2018
Q2 | – | Sell |
-1,023
| Closed | -$205K | – | 73 |
|
|
2018
Q1 | $205K | Buy |
+1,023
| New | +$205K | 0.11% | 66 |
|