CWP
PZC

Core Wealth Partners’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Core Wealth Partners’s Portfolio PZC Stock Details PZC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$601K Hold
2025
Q1 		$629K Hold
2024
Q4 		$663K Hold
2024
Q3 		$723K Hold
2024
Q2 		$692K Hold
2024
Q1 		$732K Hold
2023
Q4 		$711K Hold
2023
Q3 		$661K Hold
2023
Q2 		$743K Hold
2023
Q1 		$748K Buy