Hendershot Investments’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 | $386K | Hold |
11,021
| – | – | 0.05% | 90 |
|
|
2025
Q1 | $402K | Sell |
11,021
-2,867
| -21% | -$105K | 0.05% | 89 |
|
|
2024
Q4 | $520K | Sell |
13,888
-8
| -0.1% | -$300 | 0.07% | 84 |
|
|
2024
Q3 | $524K | Hold |
13,896
| – | – | 0.07% | 87 |
|
|
2024
Q2 | $455K | Sell |
13,896
-135
| -1% | -$4.42K | 0.07% | 90 |
|
|
2024
Q1 | $503K | Sell |
14,031
-28
| -0.2% | -$1K | 0.07% | 85 |
|
|
2023
Q4 | $513K | Sell |
14,059
-1,530
| -10% | -$55.8K | 0.08% | 83 |
|
|
2023
Q3 | $523K | Sell |
15,589
-58
| -0.4% | -$1.95K | 0.09% | 80 |
|
|
2023
Q2 | $533K | Hold |
15,647
| – | – | 0.09% | 81 |
|
|
2023
Q1 | $510K | Sell |
15,647
-2,008
| -11% | -$65.5K | 0.09% | 84 |
|
|
2022
Q4 | $562K | Hold |
17,655
| – | – | 0.09% | 91 |
|
|
2022
Q3 | $495K | Hold |
17,655
| – | – | 0.09% | 93 |
|
|
2022
Q2 | $590K | Hold |
17,655
| – | – | 0.1% | 92 |
|
|
2022
Q1 | $607K | Buy |
+17,655
| New | +$607K | 0.09% | 94 |
|