A detailed history of Northern Oak Wealth Management Inc transactions in Public Storage stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 13,403 shares of PSA stock, worth $4.02 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
13,403
Previous 14,688 8.75%
Holding current value
$4.02 Million
Previous $5.34 Million 24.91%
% of portfolio
0.51%
Previous 0.62%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

SELL
$289.33 - $360.21 $371,789 - $462,869
-1,285 Reduced 8.75%
13,403 $4.01 Million
Q3 2024

Oct 30, 2024

SELL
$283.13 - $365.01 $1.2 Million - $1.54 Million
-4,229 Reduced 22.36%
14,688 $5.34 Million
Q2 2024

Jul 26, 2024

BUY
$257.73 - $293.34 $110,050 - $125,256
427 Added 2.31%
18,917 $5.44 Million
Q1 2024

May 01, 2024

BUY
$274.16 - $311.83 $421,658 - $479,594
1,538 Added 9.07%
18,490 $5.36 Million
Q4 2023

Jan 11, 2024

BUY
$237.99 - $307.8 $2.16 Million - $2.79 Million
9,078 Added 115.29%
16,952 $5.17 Million
Q3 2023

Oct 24, 2023

BUY
$263.15 - $301.64 $1.04 Million - $1.2 Million
3,969 Added 101.64%
7,874 $2.07 Million
Q2 2023

Jul 31, 2023

BUY
$280.01 - $314.05 $685,744 - $769,108
2,449 Added 168.2%
3,905 $1.14 Million
Q1 2023

May 09, 2023

BUY
$271.18 - $311.46 $95,184 - $109,322
351 Added 31.76%
1,456 $439,000
Q4 2022

Feb 13, 2023

BUY
$276.09 - $311.54 $305,079 - $344,251
1,105 New
1,105 $309,000
Q2 2022

Aug 16, 2022

BUY
$297.48 - $419.9 $29,748 - $41,990
100 Added 161.29%
162 $51,000
Q1 2021

May 14, 2021

BUY
$213.82 - $247.99 $13,256 - $15,375
62 New
62 $15,000

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $52.7B
  • 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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