A detailed history of Forvis Wealth Advisors, LLC transactions in Public Storage stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 1,740 shares of PSA stock, worth $523,392. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,740
Previous 1,743 0.17%
Holding current value
$523,392
Previous $501,000 26.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$283.13 - $365.01 $849 - $1,095
-3 Reduced 0.17%
1,740 $633,000
Q2 2024

Aug 09, 2024

BUY
$257.73 - $293.34 $449,223 - $511,291
1,743 New
1,743 $501,000
Q1 2021

Apr 23, 2021

SELL
$213.82 - $247.99 $636,328 - $738,018
-2,976 Closed
0 $0
Q4 2020

Jan 22, 2021

BUY
$216.58 - $236.23 $13,861 - $15,118
64 Added 2.2%
2,976 $687,000
Q3 2020

Nov 05, 2020

BUY
$185.36 - $224.74 $15,014 - $18,203
81 Added 2.86%
2,912 $649,000
Q2 2020

Jul 15, 2020

BUY
$175.97 - $211.37 $171,570 - $206,085
975 Added 52.53%
2,831 $543,000
Q1 2020

Apr 10, 2020

BUY
$160.61 - $232.82 $298,092 - $432,113
1,856 New
1,856 $369,000

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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