Melfa Wealth Management’s PIMCO Municipal Income Fund III PMX Stock Holding History

Melfa Wealth Management’s Portfolio PMX Stock Details PMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-43,608	Closed	-$299K	–	202
2025 Q2	$299K	Hold	43,608	–	–	0.19%	128
2025 Q1	$312K	Hold	43,608	–	–	0.21%	116
2024 Q4	$321K	Hold	43,608	–	–	0.21%	116
2024 Q3	$360K	Hold	43,608	–	–	0.24%	107
2024 Q2	$344K	Buy	43,608 +6	+0%	+$45	0.24%	104
2024 Q1	$326K	Buy	43,602 +20	+0%	+$149	0.24%	104
2023 Q4	$322K	Buy	43,582 +21	+0%	+$145	0.3%	77
2023 Q3	$282K	Buy	43,561 +18	+0%	+$135	0.31%	80
2023 Q2	$351K	Buy	43,543 +18	+0%	+$144	0.36%	73
2023 Q1	$362K	Buy	43,525 +19	+0%	+$157	0.36%	71
2022 Q4	$379K	Buy	+43,506	New	+$373K	0.4%	70

Other funds holding PMX

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Melfa Wealth Management's PMX Position: Q3 2025 in Review

Melfa Wealth Management sold out of PIMCO Municipal Income Fund III (PMX) in Q3 2025, closing a stake of 43,608 shares — an estimated $299K sold.

Melfa Wealth Management first reported a position in PMX in Q4 2022 and held it in 11 quarters. The position peaked at $379K in Q4 2022. 1 fund tracked by Wall St. Rank holds PMX as of Q3 2025.

Melfa Wealth Management reported no remaining PIMCO Municipal Income Fund III position as of Q3 2025 after selling out during the quarter.
Melfa Wealth Management sold 43,608 PIMCO Municipal Income Fund III shares in Q3 2025, an estimated $299K.
Melfa Wealth Management first reported a position in PIMCO Municipal Income Fund III in Q4 2022 and held it in 11 quarters.
Melfa Wealth Management's PIMCO Municipal Income Fund III position peaked at $379K in Q4 2022.
1 fund tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q3 2025.

Based on Melfa Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.