EPG Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$214K	Buy	+5,727	New	+$213K	0.06%	178
2025 Q2	–	Sell	-16,440	Closed	-$600K	–	402
2025 Q1	$600K	Buy	16,440 +134	+0.8%	+$4.84K	0.17%	148
2024 Q4	$611K	Sell	16,306 -2,606	-14%	-$99.3K	0.16%	144
2024 Q3	$713K	Buy	+18,912	New	+$675K	0.18%	134
2024 Q2	–	Sell	-20,814	Closed	-$679K	–	143
2024 Q1	$747K	Sell	20,814 -858	-4%	-$30.3K	0.18%	140
2023 Q4	$747K	Sell	21,672 -2,755	-11%	-$96.4K	0.2%	128
2023 Q3	$819K	Buy	24,427 +147	+0.6%	+$5.08K	0.25%	102
2023 Q2	$827K	Buy	24,280 +159	+0.7%	+$4.96K	0.24%	103
2023 Q1	$787K	Sell	24,121 -1,644	-6%	-$53.8K	0.25%	96
2022 Q4	$820K	Sell	25,765 -3,842	-13%	-$118K	0.31%	76
2022 Q3	$830K	Sell	29,607 -1,210	-4%	-$39.8K	0.34%	70
2022 Q2	$1.03M	Buy	30,817 +524	+2%	+$17.8K	0.44%	55
2022 Q1	$1.04M	Buy	+30,293	New	+$994K	0.36%	59