A detailed history of Axxcess Wealth Management, LLC transactions in Public Storage stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 1,709 shares of PSA stock, worth $514,067. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,709
Previous 1,016 68.21%
Holding current value
$514,067
Previous $292,000 112.67%
% of portfolio
0.02%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$283.13 - $365.01 $196,209 - $252,951
693 Added 68.21%
1,709 $621,000
Q2 2024

Aug 09, 2024

SELL
$257.73 - $293.34 $231,183 - $263,125
-897 Reduced 46.89%
1,016 $292,000
Q1 2024

May 14, 2024

BUY
$274.16 - $311.83 $199,862 - $227,324
729 Added 61.57%
1,913 $554,000
Q4 2023

Feb 06, 2024

BUY
$237.99 - $307.8 $91,150 - $117,887
383 Added 47.82%
1,184 $361,000
Q3 2023

Nov 14, 2023

BUY
$263.15 - $301.64 $210,783 - $241,613
801 New
801 $211,000
Q1 2022

Aug 11, 2022

SELL
$342.38 - $396.47 $336,559 - $389,730
-983 Closed
0 $0
Q4 2021

Aug 11, 2022

BUY
$295.26 - $374.56 $290,240 - $368,192
983 New
983 $368,000

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $52.8B
  • Description
  • Public Storage, a member of the S&P 500 and FT Global 500, is a REIT that primarily acquires, develops, owns and operates self-storage facilities. At September 30, 2020, we had: (i) interests in 2,504 self-storage facilities located in 38 states with approximately 171 million net rentable square feet in the United States, (ii) an approximate...
More about PSA
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