A detailed history of Legacy Wealth Asset Management, LLC transactions in Public Storage stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 1,323 shares of PSA stock, worth $397,958. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,323
Previous 1,306 1.3%
Holding current value
$397,958
Previous $375,000 28.27%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Oct 23, 2024

BUY
$283.13 - $365.01 $4,813 - $6,205
17 Added 1.3%
1,323 $481,000
Q2 2024

Aug 14, 2024

BUY
$257.73 - $293.34 $19,072 - $21,707
74 Added 6.01%
1,306 $375,000
Q1 2024

Apr 19, 2024

BUY
$274.16 - $311.83 $11,514 - $13,096
42 Added 3.53%
1,232 $357,000
Q4 2023

Jan 10, 2024

SELL
$237.99 - $307.8 $5,235 - $6,771
-22 Reduced 1.82%
1,190 $362,000
Q3 2023

Oct 31, 2023

BUY
$263.15 - $301.64 $6,052 - $6,937
23 Added 1.93%
1,212 $319,000
Q2 2023

Aug 04, 2023

BUY
$280.01 - $314.05 $9,240 - $10,363
33 Added 2.85%
1,189 $347,000
Q1 2023

Apr 21, 2023

BUY
$271.18 - $311.46 $2,440 - $2,803
9 Added 0.78%
1,156 $349,000
Q4 2022

Feb 02, 2023

BUY
$276.09 - $311.54 $10,215 - $11,526
37 Added 3.33%
1,147 $321,000
Q3 2022

Oct 14, 2022

BUY
$18.47 - $344.52 $203 - $3,789
11 Added 1.0%
1,110 $325,000
Q2 2022

Jul 19, 2022

BUY
$297.48 - $419.9 $3,569 - $5,038
12 Added 1.1%
1,099 $344,000
Q1 2022

May 12, 2022

BUY
$342.38 - $396.47 $20,542 - $23,788
60 Added 5.84%
1,087 $424,000
Q4 2021

Feb 10, 2022

BUY
$295.26 - $374.56 $303,232 - $384,673
1,027 New
1,027 $385,000

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
Track This Portfolio

Track Legacy Wealth Asset Management, LLC Portfolio

Follow Legacy Wealth Asset Management, 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 Legacy Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Asset Management, LLC with notifications on news.