West Oak Capital, LLC Public Storage Transaction History

West Oak Capital, LLC

$179 Million
Q2 2024

A detailed history of West Oak Capital, LLC transactions in Public Storage stock. As of the latest transaction made, West Oak Capital, LLC holds 952 shares of PSA stock, worth $338,245. This represents 0.15% of its overall portfolio holdings.

Number of Shares

952

Previous 952 -0.0%

Holding current value

$338,245

Previous $276,000 1.09%

% of portfolio

0.15%

Previous 0.12%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 17, 2024	SELL	$237.99 - $307.8 $22,609 - $29,241	-95 Reduced 9.07%	952 $281,000
Q3 2022 Oct 28, 2022	SELL	$18.47 - $344.52 $1,514 - $28,250	-82 Reduced 7.26%	1,047 $307,000
Q2 2022 Jul 11, 2022	BUY	$297.48 - $419.9 $4,164 - $5,878	14 Added 1.26%	1,129 $353,000
Q3 2021 Oct 07, 2021	SELL	$296.74 - $331.04 $11,869 - $13,241	-40 Reduced 3.46%	1,115 $331,000
Q1 2021 Apr 13, 2021	BUY	$213.82 - $247.99 $9,621 - $11,159	45 Added 4.05%	1,155 $285,000
Q3 2020 Oct 09, 2020	SELL	$185.36 - $224.74 $25,950 - $31,463	-140 Reduced 11.2%	1,110 $247,000
Q2 2020 Jul 06, 2020	BUY	$175.97 - $211.37 $26,395 - $31,705	150 Added 13.64%	1,250 $240,000
Q1 2020 Apr 07, 2020	SELL	$160.61 - $232.82 $14,454 - $20,953	-90 Reduced 7.56%	1,100 $218,000
Q4 2019 Jan 09, 2020	BUY	$204.25 - $247.33 $2,042 - $2,473	10 Added 0.85%	1,190 $253,000
Q3 2019 Oct 02, 2019	SELL	$236.45 - $264.74 $11,822 - $13,237	-50 Reduced 4.07%	1,180 $289,000
Q2 2019 Jul 12, 2019	BUY	$214.35 - $245.21 $6,430 - $7,356	30 Added 2.5%	1,230 $293,000
Q1 2019 Apr 03, 2019	BUY	$195.06 - $224.24 $17,555 - $20,181	90 Added 8.11%	1,200 $261,000
Q4 2018 Jan 08, 2019	SELL	$195.68 - $216.23 $29,352 - $32,434	-150 Reduced 11.9%	1,110 $225 Million
Q2 2018 Jul 06, 2018	SELL	$192.75 - $229.0 $9,637 - $11,450	-50 Reduced 3.82%	1,260 $286 Million
Q3 2017 Oct 10, 2017	BUY	$196.29 - $218.31 $257,139 - $285,986	1,310	1,310 $280 Million

Others Institutions Holding PSA

# of Institutions

1,150

Shares Held

134M

Call Options Held

146K

Put Options Held

361K

View Full List

About Public Storage

Ticker PSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 175,542,000
Market Cap $62.4B
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...

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West Oak Capital, LLC Public Storage Transaction History