Number of Shares
22,638.00
Current Holdings Value*
$6.78 Mil
% of Portfolio
0.45%
Total Estimate Gain
$891.85
% of Total Estimate Gain
0.01%

MERITAGE PORTFOLIO MANAGEMENT's Public Storage Holding Summary

As of 2025-03-31, MERITAGE PORTFOLIO MANAGEMENT held 22,638.00 shares of Public Storage(PSA), totaling $6.78 Mil. This investment constitutes 0.45% of their stock portfolio, and MERITAGE PORTFOLIO MANAGEMENT now holds 0.01% of the outstanding Public Storage(PSA) stock.

The initial trade took place in 2018Q4. And since then MERITAGE PORTFOLIO MANAGEMENT has made 3 purchases of PSA, at an average price of $263.48, for a total of 36,249.00 shares. In addition, there have been 4 sales at an average price of $228.45 for 13,611.00 shares. Based on historical transaction data and PSA's current price of $284.58, MERITAGE PORTFOLIO MANAGEMENT's estimated gain on his PSA holdings is $891.85, reflecting a 0.01% gain to date.

MERITAGE PORTFOLIO MANAGEMENT PSA ($284.58) Holding Chart

MERITAGE PORTFOLIO MANAGEMENT PSA ($284.58) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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