A detailed history of Heritage Wealth Advisors transactions in Public Storage stock. As of the latest transaction made, Heritage Wealth Advisors holds 6,639 shares of PSA stock, worth $1.91 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,639
Previous 9 73666.67%
Holding current value
$1.91 Million
Previous $2,000 96150.0%
% of portfolio
0.07%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$274.16 - $311.83 $1.82 Million - $2.07 Million
6,630 Added 73666.67%
6,639 $1.93 Million
Q4 2023

Feb 09, 2024

BUY
$237.99 - $307.8 $2,141 - $2,770
9 New
9 $2,000
Q2 2022

Aug 04, 2022

SELL
$297.48 - $419.9 $5,949 - $8,398
-20 Closed
0 $0
Q2 2021

Aug 09, 2021

BUY
$251.94 - $304.75 $5,038 - $6,095
20 New
20 $6,000
Q2 2021

Jul 27, 2021

SELL
$251.94 - $304.75 $5,038 - $6,095
-20 Closed
0 $0
Q1 2021

Apr 27, 2021

BUY
$213.82 - $247.99 $4,276 - $4,959
20 New
20 $4,000
Q1 2020

May 05, 2020

SELL
$160.61 - $232.82 $963 - $1,396
-6 Closed
0 $0
Q4 2019

Feb 04, 2020

SELL
$204.25 - $247.33 $12,255 - $14,839
-60 Reduced 90.91%
6 $1,000
Q1 2019

May 06, 2019

BUY
$195.06 - $224.24 $12,873 - $14,799
66 New
66 $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 $50.4B
  • 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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