Charles Schwab’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.4M | Buy |
2,209,158
+35,107
| +2% | +$1.23M | 0.01% | 815 |
|
|
2025
Q1 | $79.3M | Buy |
2,174,051
+28,534
| +1% | +$1.04M | 0.01% | 773 |
|
|
2024
Q4 | $80.4M | Buy |
2,145,517
+51,186
| +2% | +$1.92M | 0.01% | 794 |
|
|
2024
Q3 | $79M | Buy |
2,094,331
+102,519
| +5% | +$3.87M | 0.02% | 803 |
|
|
2024
Q2 | $65.2M | Buy |
1,991,812
+29,713
| +2% | +$972K | 0.01% | 880 |
|
|
2024
Q1 | $70.4M | Buy |
1,962,099
+89,623
| +5% | +$3.21M | 0.02% | 797 |
|
|
2023
Q4 | $68.3M | Buy |
1,872,476
+145,078
| +8% | +$5.29M | 0.02% | 770 |
|
|
2023
Q3 | $57.9M | Buy |
1,727,398
+107,214
| +7% | +$3.6M | 0.02% | 788 |
|
|
2023
Q2 | $55.2M | Buy |
1,620,184
+119,093
| +8% | +$4.06M | 0.02% | 806 |
|
|
2023
Q1 | $49M | Buy |
1,501,091
+79,119
| +6% | +$2.58M | 0.01% | 844 |
|
|
2022
Q4 | $45.3M | Buy |
1,421,972
+44,756
| +3% | +$1.43M | 0.01% | 888 |
|
|
2022
Q3 | $38.6M | Buy |
1,377,216
+566,424
| +70% | +$15.9M | 0.01% | 924 |
|
|
2022
Q2 | $27.1M | Sell |
810,792
-17,594
| -2% | -$588K | 0.01% | 1174 |
|
|
2022
Q1 | $28.5M | Buy |
828,386
+691,801
| +506% | +$23.8M | 0.01% | 1263 |
|
|
2021
Q4 | $4.51M | Buy |
136,585
+1,663
| +1% | +$54.9K | ﹤0.01% | 2395 |
|
|
2021
Q3 | $4.14M | Buy |
+134,922
| New | +$4.14M | ﹤0.01% | 2456 |
|