A detailed history of Axxcess Wealth Management, LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 13,395 shares of PECO stock, worth $521,869. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,395
Previous 13,395 -0.0%
Holding current value
$521,869
Previous $438,000 15.3%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$30.93 - $35.07 $25,764 - $29,213
-833 Reduced 5.85%
13,395 $438,000
Q1 2024

May 14, 2024

SELL
$34.3 - $36.64 $36,186 - $38,655
-1,055 Reduced 6.9%
14,228 $510,000
Q4 2023

Feb 06, 2024

SELL
$32.43 - $37.25 $318,689 - $366,055
-9,827 Reduced 39.14%
15,283 $557,000
Q3 2023

Nov 14, 2023

BUY
$33.1 - $36.16 $563,693 - $615,804
17,030 Added 210.77%
25,110 $842,000
Q2 2023

Aug 08, 2023

SELL
$28.14 - $34.09 $32,276 - $39,101
-1,147 Reduced 12.43%
8,080 $275,000
Q1 2023

May 03, 2023

SELL
$30.04 - $34.47 $14,118 - $16,200
-470 Reduced 4.85%
9,227 $300,000
Q1 2022

Aug 11, 2022

BUY
$30.58 - $35.22 $296,534 - $341,528
9,697 New
9,697 $333,000

Others Institutions Holding PECO

About Phillips Edison & Company, Inc.


  • Ticker PECO
  • Exchange NASDAQ
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 116,700,000
  • Market Cap $4.55B
  • Description
  • Phillips Edison & Company, Inc. (?PECO?), an internally-managed REIT, is one of the nation's largest owners and operators of grocery-anchored shopping centers. PECO's diversified portfolio of well-occupied neighborhood shopping centers features a mix of national and regional retailers selling necessity-based goods and services in fundamental...
More about PECO
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