A detailed history of Perigon Wealth Management, LLC transactions in Public Storage stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 751 shares of PSA stock, worth $253,522. This represents 0.01% of its overall portfolio holdings.

Number of Shares
751
Previous 744 0.94%
Holding current value
$253,522
Previous $214,000 27.57%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 16, 2024

BUY
$283.13 - $365.01 $1,981 - $2,555
7 Added 0.94%
751 $273,000
Q2 2024

Aug 02, 2024

BUY
$257.73 - $293.34 $13,659 - $15,547
53 Added 7.67%
744 $214,000
Q1 2024

Apr 29, 2024

BUY
$274.16 - $311.83 $189,444 - $215,474
691 New
691 $200,000
Q1 2021

May 17, 2021

SELL
$213.82 - $247.99 $24,803 - $28,766
-116 Closed
0 $0
Q4 2020

Jan 28, 2021

BUY
$216.58 - $236.23 $25,123 - $27,402
116 New
116 $27,000
Q3 2017

Dec 05, 2017

SELL
$196.29 - $218.31 $2,551 - $2,838
-13 Closed
0 $0
Q2 2017

Sep 12, 2017

BUY
N/A
13
13 $3,000

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $59.3B
  • 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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