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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,540	Closed	-$65.7K	–	206
2025 Q2	$65.7K	Hold	10,540	–	–	0.04%	198
2025 Q1	$68.7K	Hold	10,540	–	–	0.05%	197
2024 Q4	$72.4K	Hold	10,540	–	–	0.05%	199
2024 Q3	$79K	Hold	10,540	–	–	0.05%	196
2024 Q2	$75.7K	Hold	10,540	–	–	0.05%	195
2024 Q1	$80K	Hold	10,540	–	–	0.06%	189
2023 Q4	$77.7K	Hold	10,540	–	–	0.07%	139
2023 Q3	$72.2K	Hold	10,540	–	–	0.08%	133
2023 Q2	$81.2K	Hold	10,540	–	–	0.08%	136
2023 Q1	$81.8K	Hold	10,540	–	–	0.08%	134
2022 Q4	$88K	Buy	+10,540	New	+$85K	0.09%	132

Other funds holding PZC

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

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

Melfa Wealth Management sold out of PIMCO California Municipal Income Fund III (PZC) in Q3 2025, closing a stake of 10,540 shares — an estimated $65.7K sold.

Melfa Wealth Management first reported a position in PZC in Q4 2022 and held it in 11 quarters. The position peaked at $88K in Q4 2022. 1 fund tracked by Wall St. Rank holds PZC as of Q3 2025.

Melfa Wealth Management reported no remaining PIMCO California Municipal Income Fund III position as of Q3 2025 after selling out during the quarter.
Melfa Wealth Management sold 10,540 PIMCO California Municipal Income Fund III shares in Q3 2025, an estimated $65.7K.
Melfa Wealth Management first reported a position in PIMCO California Municipal Income Fund III in Q4 2022 and held it in 11 quarters.
Melfa Wealth Management's PIMCO California Municipal Income Fund III position peaked at $88K in Q4 2022.
1 fund tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q3 2025.

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