A detailed history of Epg Wealth Management LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Epg Wealth Management LLC holds 18,912 shares of PECO stock, worth $737,757. This represents 0.18% of its overall portfolio holdings.

Number of Shares
18,912
Previous 0 Infinity%
Holding current value
$737,757
Previous $0 Infinity%
% of portfolio
0.18%
Previous 100.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$32.1 - $38.93 $607,075 - $736,244
18,912 New
18,912 $713 Million
Q2 2024

Aug 13, 2024

SELL
$30.93 - $35.07 $643,777 - $729,946
-20,814 Closed
0 $0
Q1 2024

May 14, 2024

SELL
$34.3 - $36.64 $29,429 - $31,437
-858 Reduced 3.96%
20,814 $746,000
Q4 2023

Feb 14, 2024

SELL
$32.43 - $37.25 $89,344 - $102,623
-2,755 Reduced 11.28%
21,672 $790,000
Q3 2023

Nov 13, 2023

BUY
$33.1 - $36.16 $4,865 - $5,315
147 Added 0.61%
24,427 $819,000
Q2 2023

Aug 15, 2023

BUY
$28.14 - $34.09 $4,474 - $5,420
159 Added 0.66%
24,280 $827,000
Q1 2023

May 15, 2023

SELL
$30.04 - $34.47 $49,385 - $56,668
-1,644 Reduced 6.38%
24,121 $786,000
Q4 2022

Feb 14, 2023

SELL
$28.0 - $33.27 $107,576 - $127,823
-3,842 Reduced 12.98%
25,765 $820,000
Q3 2022

Nov 15, 2022

SELL
$27.33 - $35.13 $33,069 - $42,507
-1,210 Reduced 3.93%
29,607 $830,000
Q2 2022

Aug 15, 2022

BUY
$31.26 - $36.04 $16,380 - $18,884
524 Added 1.73%
30,817 $1.03 Million
Q1 2022

May 10, 2022

BUY
$30.58 - $35.22 $926,359 - $1.07 Million
30,293 New
30,293 $1.04 Million

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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