PAM
PIM

PVG Asset Management’s Putnam Master Intermediate Income Trust PIM Stock Holding History

PVG Asset Management’s Portfolio PIM Stock Details PIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.99M Buy
1,235,001
+3,110
+0.3% +$9.98K 2.31% 7
2026
Q1 		$3.97M Buy
1,231,891
+749,132
+155% +$2.45M 2.35% 7
2025
Q4 		$1.61M Buy
482,759
+444,177
+1,151% +$1.48M 3.43% 4
2025
Q3 		$133K Buy
+38,582
New +$130K 0.49% 63
2025
Q2 		– Sell
-47,072
Closed -$156K – 64
2025
Q1 		$156K Buy
47,072
+985
+2% +$3.25K 0.68% 39
2024
Q4 		$150K Buy
+46,087
New +$152K 0.71% 43

Other funds holding PIM

SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return