WAS
Winch Advisory Services’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.9K | Buy |
153
+2
| +1% | +$586 | 0.01% | 168 |
|
|
2025
Q1 | $45.3K | Buy |
151
+43
| +40% | +$12.9K | 0.01% | 162 |
|
|
2024
Q4 | $32.5K | Buy |
108
+21
| +24% | +$6.31K | 0.01% | 190 |
|
|
2024
Q3 | $31.5K | Buy |
87
+1
| +1% | +$362 | 0.01% | 187 |
|
|
2024
Q2 | $24.7K | Buy |
86
+1
| +1% | +$287 | 0.01% | 196 |
|
|
2024
Q1 | $24.6K | Buy |
85
+1
| +1% | +$290 | 0.01% | 194 |
|
|
2023
Q4 | $25.6K | Buy |
84
+1
| +1% | +$305 | 0.01% | 190 |
|
|
2023
Q3 | $22K | Buy |
83
+1
| +1% | +$265 | 0.01% | 191 |
|
|
2023
Q2 | $24K | Buy |
82
+1
| +1% | +$293 | 0.01% | 180 |
|
|
2023
Q1 | $25K | Hold |
81
| – | – | 0.01% | 177 |
|
|
2022
Q4 | $23K | Buy |
81
+1
| +1% | +$284 | 0.01% | 178 |
|
|
2022
Q3 | $23K | Buy |
80
+4
| +5% | +$1.15K | 0.01% | 163 |
|
|
2022
Q2 | $24K | Hold |
76
| – | – | 0.01% | 164 |
|
|
2022
Q1 | $30K | Hold |
76
| – | – | 0.01% | 175 |
|
|
2021
Q4 | $28K | Hold |
76
| – | – | 0.01% | 177 |
|
|
2021
Q3 | $22K | Buy |
76
+1
| +1% | +$289 | 0.01% | 201 |
|
|
2021
Q2 | $23K | Hold |
75
| – | – | 0.01% | 184 |
|
|
2021
Q1 | $18K | Buy |
75
+1
| +1% | +$240 | 0.01% | 196 |
|
|
2020
Q4 | $17K | Buy |
74
+1
| +1% | +$230 | 0.01% | 174 |
|
|
2020
Q3 | $16K | Buy |
73
+1
| +1% | +$219 | 0.01% | 164 |
|
|
2020
Q2 | $14K | Buy |
72
+1
| +1% | +$194 | 0.01% | 168 |
|
|
2020
Q1 | $14K | Hold |
71
| – | – | 0.01% | 150 |
|
|
2019
Q4 | $15K | Hold |
71
| – | – | 0.01% | 179 |
|
|
2019
Q3 | $17K | Buy |
71
+1
| +1% | +$239 | 0.01% | 154 |
|
|
2019
Q2 | $17K | Buy |
70
+1
| +1% | +$243 | 0.01% | 164 |
|
|
2019
Q1 | $15K | Hold |
69
| – | – | 0.01% | 170 |
|
|
2018
Q4 | $14K | Buy |
69
+1
| +1% | +$203 | 0.01% | 157 |
|
|
2018
Q3 | $14K | Buy |
68
+1
| +1% | +$206 | 0.01% | 162 |
|
|
2018
Q2 | $15K | Buy |
67
+1
| +2% | +$224 | 0.01% | 169 |
|
|
2018
Q1 | $13K | Hold |
66
| – | – | 0.01% | 176 |
|
|
2017
Q4 | $14K | Hold |
66
| – | – | 0.01% | 166 |
|
|
2017
Q3 | $14K | Sell |
66
-114
| -63% | -$24.2K | 0.01% | 152 |
|
|
2017
Q2 | $38K | Buy |
+180
| New | +$38K | 0.02% | 130 |
|