EP Wealth Advisors’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	$436K	Buy	12,444 +2,965	+31%	+$104K	﹤0.01%	837
2025 Q1	$346K	Buy	9,479 +872	+10%	+$31.8K	﹤0.01%	849
2024 Q4	$322K	Buy	+8,607	New	+$322K	﹤0.01%	845