Buckingham Strategic Wealth, LLC Public Storage Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Public Storage stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 3,882 shares of PSA stock, worth $1.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,882

Previous 3,673 5.69%

Holding current value

$1.3 Million

Previous $1.07 Million 4.79%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$257.73 - $293.34 $53,865 - $61,308	209 Added 5.69%	3,882 $1.12 Million
Q1 2024 May 09, 2024	BUY	$274.16 - $311.83 $10,418 - $11,849	38 Added 1.05%	3,673 $1.07 Million
Q4 2023 Feb 14, 2024	SELL	$237.99 - $307.8 $13,089 - $16,929	-55 Reduced 1.49%	3,635 $1.11 Million
Q3 2023 Nov 13, 2023	SELL	$263.15 - $301.64 $21,315 - $24,432	-81 Reduced 2.15%	3,690 $972,000
Q2 2023 Aug 11, 2023	SELL	$280.01 - $314.05 $38,081 - $42,710	-136 Reduced 3.48%	3,771 $1.1 Million
Q4 2022 Feb 13, 2023	BUY	$276.09 - $311.54 $1,932 - $2,180	7 Added 0.18%	3,907 $1.09 Million
Q3 2022 Nov 07, 2022	BUY	$18.47 - $344.52 $369 - $6,890	20 Added 0.52%	3,900 $1.14 Million
Q2 2022 Aug 12, 2022	BUY	$297.48 - $419.9 $27,368 - $38,630	92 Added 2.43%	3,880 $1.21 Million
Q1 2022 May 10, 2022	BUY	$342.38 - $396.47 $684 - $792	2 Added 0.05%	3,788 $1.48 Million
Q4 2021 Feb 09, 2022	SELL	$295.26 - $374.56 $31,888 - $40,452	-108 Reduced 2.77%	3,786 $1.42 Million
Q3 2021 Nov 10, 2021	BUY	$296.74 - $331.04 $20,475 - $22,841	69 Added 1.8%	3,894 $1.16 Million
Q2 2021 Aug 06, 2021	BUY	$251.94 - $304.75 $3,275 - $3,961	13 Added 0.34%	3,825 $1.15 Million
Q1 2021 Apr 30, 2021	SELL	$213.82 - $247.99 $31,645 - $36,702	-148 Reduced 3.74%	3,812 $941,000
Q4 2020 Feb 16, 2021	BUY	$216.58 - $236.23 $64,974 - $70,869	300 Added 8.2%	3,960 $914,000
Q3 2020 Nov 12, 2020	BUY	$185.36 - $224.74 $5,746 - $6,966	31 Added 0.85%	3,660 $815,000
Q2 2020 Aug 03, 2020	BUY	$175.97 - $211.37 $638,595 - $767,061	3,629 New	3,629 $696,000

Others Institutions Holding PSA

# of Institutions

1,221

Shares Held

134M

Call Options Held

166K

Put Options Held

204K

View Full List

About Public Storage

Ticker PSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 175,542,000
Market Cap $58.8B
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...

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Buckingham Strategic Wealth, LLC Public Storage Transaction History