A detailed history of Biltmore Wealth Management, LLC transactions in Public Storage stock. As of the latest transaction made, Biltmore Wealth Management, LLC holds 1,726 shares of PSA stock, worth $561,485. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,726
Previous 1,846 6.5%
Holding current value
$561,485
Previous $531,000 18.27%
% of portfolio
0.26%
Previous 0.23%

Shares

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

Oct 04, 2024

SELL
$283.13 - $365.01 $33,975 - $43,801
-120 Reduced 6.5%
1,726 $628,000
Q2 2024

Jul 12, 2024

SELL
$257.73 - $293.34 $31,185 - $35,494
-121 Reduced 6.15%
1,846 $531,000
Q4 2023

Jan 24, 2024

BUY
$237.99 - $307.8 $4,521 - $5,848
19 Added 0.98%
1,967 $599,000
Q3 2023

Oct 10, 2023

BUY
$263.15 - $301.64 $5,789 - $6,636
22 Added 1.14%
1,948 $513,000
Q2 2023

Jul 11, 2023

BUY
$280.01 - $314.05 $52,081 - $58,413
186 Added 10.69%
1,926 $562,000
Q1 2023

Apr 14, 2023

BUY
$271.18 - $311.46 $4,881 - $5,606
18 Added 1.05%
1,740 $525,000
Q4 2022

Feb 21, 2023

BUY
$276.09 - $311.54 $475,426 - $536,471
1,722 New
1,722 $482,000

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $57.1B
  • 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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