Merkkuri Wealth Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Sell
15,839
-13,280
-46% -$252K 0.23% 71
2025
Q1
$577K Hold
29,119
0.49% 48
2024
Q4
$534K Hold
29,119
0.42% 53
2024
Q3
$590K Buy
29,119
+15,981
+122% +$324K 0.47% 51
2024
Q2
$247K Buy
+13,138
New +$247K 0.23% 72