UBS Group’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 | $14.4M | Buy |
412,449
+134,971
| +49% | +$4.73M | ﹤0.01% | 2133 |
|
|
2025
Q1 | $10.1M | Sell |
277,478
-36,952
| -12% | -$1.35M | ﹤0.01% | 2350 |
|
|
2024
Q4 | $11.8M | Buy |
314,430
+166,282
| +112% | +$6.23M | ﹤0.01% | 2191 |
|
|
2024
Q3 | $5.59M | Buy |
148,148
+104,223
| +237% | +$3.93M | ﹤0.01% | 2183 |
|
|
2024
Q2 | $1.44M | Sell |
43,925
-70,375
| -62% | -$2.3M | ﹤0.01% | 3106 |
|
|
2024
Q1 | $4.1M | Buy |
114,300
+5,921
| +5% | +$212K | ﹤0.01% | 2365 |
|
|
2023
Q4 | $3.95M | Buy |
108,379
+59,606
| +122% | +$2.17M | ﹤0.01% | 2211 |
|
|
2023
Q3 | $1.64M | Sell |
48,773
-53,982
| -53% | -$1.81M | ﹤0.01% | 2708 |
|
|
2023
Q2 | $3.5M | Buy |
102,755
+8,737
| +9% | +$298K | ﹤0.01% | 2197 |
|
|
2023
Q1 | $3.07M | Buy |
94,018
+44,159
| +89% | +$1.44M | ﹤0.01% | 2215 |
|
|
2022
Q4 | $1.59M | Sell |
49,859
-15,435
| -24% | -$491K | ﹤0.01% | 2747 |
|
|
2022
Q3 | $1.83M | Buy |
65,294
+27,416
| +72% | +$769K | ﹤0.01% | 2413 |
|
|
2022
Q2 | $1.27M | Buy |
37,878
+30,872
| +441% | +$1.03M | ﹤0.01% | 2709 |
|
|
2022
Q1 | $241K | Sell |
7,006
-1,951
| -22% | -$67.1K | ﹤0.01% | 4241 |
|
|
2021
Q4 | $296K | Buy |
+8,957
| New | +$296K | ﹤0.01% | 4348 |
|