William Blair & Company’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 | $486K | Buy |
+13,879
| New | +$486K | ﹤0.01% | 1090 |
|
|
2025
Q1 | – | Sell |
-5,379
| Closed | -$201K | – | 1865 |
|
|
2024
Q4 | $201K | Sell |
5,379
-1,000
| -16% | -$37.5K | ﹤0.01% | 1437 |
|
|
2024
Q3 | $241K | Sell |
6,379
-826
| -11% | -$31.1K | ﹤0.01% | 1376 |
|
|
2024
Q2 | $236K | Hold |
7,205
| – | – | ﹤0.01% | 1348 |
|
|
2024
Q1 | $258K | Hold |
7,205
| – | – | ﹤0.01% | 1308 |
|
|
2023
Q4 | $263K | Sell |
7,205
-364
| -5% | -$13.3K | ﹤0.01% | 1302 |
|
|
2023
Q3 | $254K | Hold |
7,569
| – | – | ﹤0.01% | 1301 |
|
|
2023
Q2 | $258K | Buy |
7,569
+105
| +1% | +$3.58K | ﹤0.01% | 1309 |
|
|
2023
Q1 | $243K | Buy |
7,464
+259
| +4% | +$8.45K | ﹤0.01% | 1325 |
|
|
2022
Q4 | $229K | Sell |
7,205
-140
| -2% | -$4.46K | ﹤0.01% | 1323 |
|
|
2022
Q3 | $206K | Sell |
7,345
-1,787
| -20% | -$50.1K | ﹤0.01% | 1375 |
|
|
2022
Q2 | $305K | Sell |
9,132
-376
| -4% | -$12.6K | ﹤0.01% | 1261 |
|
|
2022
Q1 | $327K | Buy |
+9,508
| New | +$327K | ﹤0.01% | 1334 |
|