A detailed history of Marcum Wealth, LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Marcum Wealth, LLC holds 14,026 shares of PECO stock, worth $530,182. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,026
Previous 14,346 2.23%
Holding current value
$530,182
Previous $469,000 12.58%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 08, 2024

SELL
$32.1 - $38.93 $10,272 - $12,457
-320 Reduced 2.23%
14,026 $528,000
Q2 2024

Jul 02, 2024

BUY
$30.93 - $35.07 $55,735 - $63,196
1,802 Added 14.37%
14,346 $469,000
Q1 2024

Apr 10, 2024

SELL
$34.3 - $36.64 $95,971 - $102,518
-2,798 Reduced 18.24%
12,544 $449,000
Q3 2023

Oct 10, 2023

SELL
$33.1 - $36.16 $11,254 - $12,294
-340 Reduced 2.17%
15,342 $514,000
Q2 2023

Jul 13, 2023

SELL
$28.14 - $34.09 $15,308 - $18,544
-544 Reduced 3.35%
15,682 $534,000
Q1 2023

Apr 19, 2023

SELL
$30.04 - $34.47 $13,217 - $15,166
-440 Reduced 2.64%
16,226 $529,000
Q2 2022

Jul 14, 2022

BUY
$31.26 - $36.04 $520,979 - $600,642
16,666 New
16,666 $557,000

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 $4.41B
  • 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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