Keudell/Morrison Wealth Management’s PIMCO Income Strategy Fund II PFN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$573K Buy
2024
Q3
Sell
2024
Q2
$134K Buy
2024
Q1
Sell
2023
Q4
$75.6K Buy