Wells Fargo’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 | $3.04M | Buy |
86,822
+8,630
| +11% | +$302K | ﹤0.01% | 2602 |
|
|
2025
Q1 | $2.85M | Buy |
78,192
+1,519
| +2% | +$55.4K | ﹤0.01% | 2552 |
|
|
2024
Q4 | $2.87M | Buy |
76,673
+17,392
| +29% | +$652K | ﹤0.01% | 2553 |
|
|
2024
Q3 | $2.24M | Buy |
59,281
+1,905
| +3% | +$71.8K | ﹤0.01% | 2684 |
|
|
2024
Q2 | $1.88M | Buy |
57,376
+3,953
| +7% | +$129K | ﹤0.01% | 2746 |
|
|
2024
Q1 | $1.92M | Buy |
53,423
+9,830
| +23% | +$353K | ﹤0.01% | 2721 |
|
|
2023
Q4 | $1.59M | Buy |
43,593
+9,869
| +29% | +$360K | ﹤0.01% | 2805 |
|
|
2023
Q3 | $1.13M | Sell |
33,724
-27,729
| -45% | -$930K | ﹤0.01% | 3008 |
|
|
2023
Q2 | $2.09M | Buy |
61,453
+28,549
| +87% | +$973K | ﹤0.01% | 2727 |
|
|
2023
Q1 | $1.07M | Buy |
32,904
+28,609
| +666% | +$933K | ﹤0.01% | 3117 |
|
|
2022
Q4 | $137K | Sell |
4,295
-2,695
| -39% | -$85.8K | ﹤0.01% | 4102 |
|
|
2022
Q3 | $196K | Sell |
6,990
-2,705
| -28% | -$75.8K | ﹤0.01% | 3987 |
|
|
2022
Q2 | $324K | Sell |
9,695
-27,247
| -74% | -$911K | ﹤0.01% | 3781 |
|
|
2022
Q1 | $1.27M | Buy |
36,942
+17,747
| +92% | +$610K | ﹤0.01% | 3467 |
|
|
2021
Q4 | $634K | Buy |
19,195
+19,100
| +20,105% | +$631K | ﹤0.01% | 4186 |
|
|
2021
Q3 | $3K | Buy |
+95
| New | +$3K | ﹤0.01% | 6168 |
|