A detailed history of Valeo Financial Advisors, LLC transactions in Public Storage stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 999 shares of PSA stock, worth $300,499. This represents 0.01% of its overall portfolio holdings.

Number of Shares
999
Previous 851 17.39%
Holding current value
$300,499
Previous $244,000 48.77%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024

BUY
$283.13 - $365.01 $41,903 - $54,021
148 Added 17.39%
999 $363,000
Q2 2024

Jul 10, 2024

BUY
$257.73 - $293.34 $219,328 - $249,632
851 New
851 $244,000
Q1 2024

Apr 19, 2024

BUY
$274.16 - $311.83 $18,368 - $20,892
67 Added 10.14%
728 $211,000
Q4 2023

Jan 29, 2024

BUY
$237.99 - $307.8 $157,311 - $203,455
661 New
661 $201,000
Q2 2021

Jul 22, 2021

SELL
$251.94 - $304.75 $1,007 - $1,219
-4 Closed
0 $0
Q1 2021

Apr 12, 2021

SELL
$213.82 - $247.99 $6,842 - $7,935
-32 Reduced 88.89%
4 $1,000
Q4 2020

Feb 11, 2021

BUY
$216.58 - $236.23 $6,930 - $7,559
32 Added 800.0%
36 $8,000
Q3 2020

Oct 28, 2020

SELL
$185.36 - $224.74 $6,116 - $7,416
-33 Reduced 89.19%
4 $1,000
Q2 2020

Jul 20, 2020

BUY
$175.97 - $211.37 $4,927 - $5,918
28 Added 311.11%
37 $7,000
Q1 2020

Apr 13, 2020

BUY
$160.61 - $232.82 $803 - $1,164
5 Added 125.0%
9 $2,000
Q4 2018

Jan 30, 2019

SELL
$195.68 - $216.23 $2,935 - $3,243
-15 Reduced 78.95%
4 $1,000
Q3 2018

Nov 01, 2018

SELL
$199.49 - $232.71 $1,795 - $2,094
-9 Reduced 32.14%
19 $4,000
Q2 2018

Aug 14, 2018

SELL
$192.75 - $229.0 $963 - $1,145
-5 Reduced 15.15%
28 $6,000
Q1 2018

Apr 12, 2018

BUY
$180.49 - $206.77 $4,692 - $5,376
26 Added 371.43%
33 $7,000
Q4 2017

Feb 09, 2018

BUY
$203.72 - $218.56 $1,426 - $1,529
7
7 $1,000

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
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