Corient Private Wealth
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Corient Private Wealth’s PIMCO Dynamic Income Fund PDI Stock Holding History

Corient Private Wealth’s Portfolio PDI Stock Details PDI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$239K Sell
2025
Q2 		$229K Sell
2025
Q1 		$252K Buy
2024
Q4 		$202K Sell
2024
Q3 		$272K Buy
2024
Q2 		$192K Sell
2024
Q1 		$203K Sell
2023
Q4 		$195K Buy
2023
Q3 		$181K Buy
2023
Q2 		– Sell
2023
Q1 		$204K Buy