Prestige Wealth Management Group LLC Public Storage Transaction History

Prestige Wealth Management Group LLC

$460 Million
Q3 2024

A detailed history of Prestige Wealth Management Group LLC transactions in Public Storage stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 2,064 shares of PSA stock, worth $625,144. This represents 0.16% of its overall portfolio holdings.

Number of Shares

2,064

Previous 83 2386.75%

Holding current value

$625,144

Previous $23,000 3165.22%

% of portfolio

0.16%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$283.13 - $365.01 $560,880 - $723,084	1,981 Added 2386.75%	2,064 $751,000
Q2 2024 Aug 06, 2024	SELL	$257.73 - $293.34 $490,975 - $558,812	-1,905 Reduced 95.82%	83 $23,000
Q1 2024 Apr 26, 2024	BUY	$274.16 - $311.83 $522,274 - $594,036	1,905 Added 2295.18%	1,988 $576,000
Q4 2023 Apr 26, 2024	SELL	$237.99 - $307.8 $7,615 - $9,849	-32 Reduced 27.83%	83 $25,000
Q4 2023 Feb 08, 2024	SELL	$237.99 - $307.8 $7,615 - $9,849	-32 Reduced 27.83%	83 $25,000
Q3 2023 Apr 26, 2024	SELL	$263.15 - $301.64 $2,368 - $2,714	-9 Reduced 7.26%	115 $30,000
Q3 2023 Nov 13, 2023	SELL	$263.15 - $301.64 $2,368 - $2,714	-9 Reduced 7.26%	115 $30,000
Q2 2023 Apr 26, 2024	SELL	$280.01 - $314.05 $14,560 - $16,330	-52 Reduced 29.55%	124 $36,000
Q2 2023 Aug 11, 2023	SELL	$280.01 - $314.05 $14,560 - $16,330	-52 Reduced 29.55%	124 $36,000
Q1 2023 Apr 26, 2024	SELL	$271.18 - $311.46 $491,378 - $564,365	-1,812 Reduced 91.15%	176 $53,000
Q1 2023 May 16, 2023	BUY	$271.18 - $311.46 $2,711 - $3,114	10 Added 6.02%	176 $53,000
Q4 2022 Feb 07, 2023	SELL	$276.09 - $311.54 $4,417 - $4,984	-16 Reduced 8.79%	166 $46,000
Q3 2022 Nov 01, 2022	BUY	$18.47 - $344.52 $221 - $4,134	12 Added 7.06%	182 $54,000
Q2 2022 Aug 10, 2022	SELL	$297.48 - $419.9 $2,974 - $4,199	-10 Reduced 5.56%	170 $53,000
Q1 2022 May 05, 2022	BUY	$342.38 - $396.47 $5,135 - $5,947	15 Added 9.09%	180 $70,000
Q4 2021 Feb 15, 2022	SELL	$295.26 - $374.56 $295 - $374	-1 Reduced 0.6%	165 $62,000
Q2 2021 Aug 12, 2021	SELL	$251.94 - $304.75 $251 - $304	-1 Reduced 0.6%	166 $50,000
Q1 2021 May 13, 2021	BUY	$213.82 - $247.99 $2,352 - $2,727	11 Added 7.05%	167 $42,000
Q4 2020 Feb 17, 2021	SELL	$216.58 - $236.23 $16,026 - $17,481	-74 Reduced 32.17%	156 $36,000
Q3 2020 Oct 26, 2020	BUY	$185.36 - $224.74 $12,975 - $15,731	70 Added 43.75%	230 $51,000
Q2 2020 Aug 13, 2020	SELL	$175.97 - $211.37 $19,180 - $23,039	-109 Reduced 40.52%	160 $31,000
Q1 2020 May 15, 2020	BUY	$160.61 - $232.82 $38,225 - $55,411	238 Added 767.74%	269 $53,000
Q1 2019 Aug 16, 2019	SELL	$195.06 - $224.24 $12,873 - $14,799	-66 Reduced 68.04%	31 $7,000
Q4 2018 Apr 16, 2019	BUY	$195.68 - $216.23 $18,980 - $20,974	97 New	97 $20,000

Others Institutions Holding PSA

# of Institutions

1,205

Shares Held

134M

Call Options Held

168K

Put Options Held

209K

View Full List

About Public Storage

Ticker PSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 175,542,000
Market Cap $53.2B
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 Prestige Wealth Management Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prestige Wealth Management Group LLC with notifications on news.

Account

Prestige Wealth Management Group LLC Public Storage Transaction History