Merriman Wealth Management, LLC Public Storage Transaction History

Merriman Wealth Management, LLC

$2.16 Billion
Q1 2024

A detailed history of Merriman Wealth Management, LLC transactions in Public Storage stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 740 shares of PSA stock, worth $211,188. This represents 0.01% of its overall portfolio holdings.

Number of Shares

740

Holding current value

$211,188

% of portfolio

0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$274.16 - $311.83 $202,878 - $230,754	740 New	740 $214,000
Q2 2022 Jul 29, 2022	SELL	$297.48 - $419.9 $375,122 - $529,493	-1,261 Closed	0 $0
Q1 2021 May 10, 2021	SELL	$213.82 - $247.99 $277,966 - $322,387	-1,300 Reduced 50.76%	1,261 $311,000
Q4 2020 Feb 10, 2021	BUY	$216.58 - $236.23 $282,853 - $308,516	1,306 Added 104.06%	2,561 $592,000
Q3 2020 Oct 26, 2020	BUY	$185.36 - $224.74 $1,112 - $1,348	6 Added 0.48%	1,255 $280,000

Q2 2020 Jul 31, 2020	SELL	$175.97 - $211.37 $293,869 - $352,987	-1,670 Reduced 57.21%	1,249 $240,000
Q1 2020 Apr 22, 2020	BUY	$160.61 - $232.82 $49,307 - $71,475	307 Added 11.75%	2,919 $580,000
Q4 2019 Jan 23, 2020	BUY	$204.25 - $247.33 $42,075 - $50,949	206 Added 8.56%	2,612 $556,000
Q3 2019 Oct 18, 2019	BUY	$236.45 - $264.74 $31,684 - $35,475	134 Added 5.9%	2,406 $590,000
Q2 2019 Jul 31, 2019	BUY	$214.35 - $245.21 $6,644 - $7,601	31 Added 1.38%	2,272 $5.37 Million
Q1 2019 Apr 23, 2019	BUY	$195.06 - $224.24 $975 - $1,121	5 Added 0.22%	2,241 $488,000
Q4 2018 Jan 28, 2019	BUY	$195.68 - $216.23 $1,369 - $1,513	7 Added 0.31%	2,236 $440,000
Q3 2018 Nov 06, 2018	BUY	$199.49 - $232.71 $1,196 - $1,396	6 Added 0.27%	2,229 $450,000
Q2 2018 Aug 10, 2018	BUY	$192.75 - $229.0 $963 - $1,145	5 Added 0.23%	2,223 $504,000
Q1 2018 Apr 10, 2018	BUY	$180.49 - $206.77 $24,185 - $27,707	134 Added 6.43%	2,218 $444,000
Q4 2017 Feb 05, 2018	BUY	$203.72 - $218.56 $32,187 - $34,532	158 Added 8.2%	2,084 $436,000
Q3 2017 Oct 19, 2017	BUY	$196.29 - $218.31 $1,177 - $1,309	6 Added 0.31%	1,926 $412,000
Q2 2017 Aug 07, 2017	BUY	N/A	1,920	1,920 $400,000

Others Institutions Holding PSA

# of Institutions

1,143

Shares Held

133M

Call Options Held

224K

Put Options Held

447K

View Full List

About Public Storage

Ticker PSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 175,542,000
Market Cap $50.1B
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

Portfolio Update

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

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.

Account

Merriman Wealth Management, LLC Public Storage Transaction History