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Duncan Williams Asset Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Duncan Williams Asset Management’s Portfolio PDI Stock Details PDI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.9M Buy
99,901
+1,746
+2% +$33.1K 0.6% 29
2025
Q1 		$1.94M Buy
98,155
+3,759
+4% +$74.4K 0.7% 26
2024
Q4 		$1.73M Buy
94,396
+6,440
+7% +$118K 0.68% 28
2024
Q3 		$1.78M Buy
+87,956
New +$1.78M 0.98% 13