A detailed history of Cic Wealth, LLC transactions in Public Storage stock. As of the latest transaction made, Cic Wealth, LLC holds 2,698 shares of PSA stock, worth $804,273. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,698
Previous 2,642 2.12%
Holding current value
$804,273
Previous $760 Million 29.18%
% of portfolio
0.25%
Previous 0.21%

Shares

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

Nov 08, 2024

BUY
$283.13 - $365.01 $15,855 - $20,440
56 Added 2.12%
2,698 $982 Million
Q2 2024

Jul 12, 2024

SELL
$257.73 - $293.34 $53,092 - $60,428
-206 Reduced 7.23%
2,642 $760 Million
Q1 2024

Apr 15, 2024

SELL
$274.16 - $311.83 $47,703 - $54,258
-174 Reduced 5.76%
2,848 $826 Million
Q4 2023

Jan 11, 2024

SELL
$237.99 - $307.8 $88,532 - $114,501
-372 Reduced 10.96%
3,022 $922 Million
Q3 2023

Oct 10, 2023

SELL
$263.15 - $301.64 $41,314 - $47,357
-157 Reduced 4.42%
3,394 $894 Million
Q2 2023

Jul 19, 2023

BUY
$280.01 - $314.05 $200,487 - $224,859
716 Added 25.26%
3,551 $1.04 Billion
Q1 2023

May 04, 2023

BUY
$271.18 - $311.46 $271 - $311
1 Added 0.04%
2,835 $857 Million
Q4 2022

Feb 15, 2023

BUY
$276.09 - $311.54 $782,439 - $882,904
2,834 New
2,834 $794 Million

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $52.3B
  • 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
Track This Portfolio

Track Cic Wealth, LLC Portfolio

Follow Cic Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Cic Wealth, LLC with notifications on news.