A detailed history of Bogart Wealth, LLC transactions in Public Storage stock. As of the latest transaction made, Bogart Wealth, LLC holds 20 shares of PSA stock, worth $6,134. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Previous 26 23.08%
Holding current value
$6,134
Previous $7,000 28.57%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025

SELL
$266.31 - $309.77 $1,597 - $1,858
-6 Reduced 23.08%
20 $5,000
Q1 2025

May 01, 2025

BUY
$288.99 - $313.98 $2,022 - $2,197
7 Added 36.84%
26 $7,000
Q4 2024

Jan 29, 2025

BUY
$289.33 - $360.21 $5,497 - $6,843
19 New
19 $5,000
Q1 2024

Apr 25, 2024

BUY
$274.16 - $311.83 $0 - $0
0 New
0 $0
Q4 2023

Feb 06, 2024

BUY
$237.99 - $307.8 $0 - $0
0 New
0 $0
Q4 2022

Feb 06, 2023

BUY
$276.09 - $311.54 $0 - $0
0 New
0 $0

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $53.8B
  • 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
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.