BAM
PHK

Belpointe Asset Management’s PIMCO High Income Fund PHK Stock Holding History

Belpointe Asset Management’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$96K Hold
2025
Q1 		$97.8K Sell
2024
Q4 		$121K Hold
2024
Q3 		$125K Hold
2024
Q2 		$121K Hold
2024
Q1 		$124K Buy
2023
Q4 		$99.8K Buy
2023
Q3 		$44.2K Buy
2023
Q2 		– Sell
2023
Q1 		$101K Buy
2022
Q4 		$42K Buy