Core Wealth Partners’s Pimco California Municipal Income Fund II PCK Stock Holding History

Core Wealth Partners’s Portfolio PCK Stock Details PCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-90,768	Closed	-$487K	–	188
2025 Q2	$487K	Hold	90,768	–	–	0.25%	86
2025 Q1	$512K	Hold	90,768	–	–	0.3%	80
2024 Q4	$519K	Hold	90,768	–	–	0.3%	75
2024 Q3	$570K	Hold	90,768	–	–	0.35%	67
2024 Q2	$531K	Hold	90,768	–	–	0.36%	63
2024 Q1	$524K	Hold	90,768	–	–	0.4%	54
2023 Q4	$526K	Hold	90,768	–	–	0.43%	53
2023 Q3	$456K	Hold	90,768	–	–	0.41%	54
2023 Q2	$540K	Hold	90,768	–	–	0.5%	50
2023 Q1	$563K	Buy	+90,768	New	+$566K	0.57%	43

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Core Wealth Partners's PCK Position: Q3 2025 in Review

Core Wealth Partners sold out of Pimco California Municipal Income Fund II (PCK) in Q3 2025, closing a stake of 90,768 shares — an estimated $487K sold.

Core Wealth Partners first reported a position in PCK in Q1 2023 and held it in 10 quarters. The position peaked at $570K in Q3 2024. 1 fund tracked by Wall St. Rank holds PCK as of Q3 2025.

Core Wealth Partners reported no remaining Pimco California Municipal Income Fund II position as of Q3 2025 after selling out during the quarter.
Core Wealth Partners sold 90,768 Pimco California Municipal Income Fund II shares in Q3 2025, an estimated $487K.
Core Wealth Partners first reported a position in Pimco California Municipal Income Fund II in Q1 2023 and held it in 10 quarters.
Core Wealth Partners's Pimco California Municipal Income Fund II position peaked at $570K in Q3 2024.
1 fund tracked by Wall St. Rank held Pimco California Municipal Income Fund II as of Q3 2025.

Based on Core Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.