KMWM
RCS

Keudell/Morrison Wealth Management’s PIMCO Strategic Income Fund RCS Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio RCS Stock Details RCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$69.6K Hold
2025
Q1 		$62.5K Hold
2024
Q4 		$76.2K Hold
2024
Q3 		$76.9K Hold
2024
Q2 		$62.1K Hold
2024
Q1 		$60.9K Hold
2023
Q4 		$60.8K Hold
2023
Q3 		$53.1K Hold
2023
Q2 		$52K Hold
2023
Q1 		$53.2K Buy