Williams Jones Wealth Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Williams Jones Wealth Management’s Portfolio PDO Stock Details PDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$260K	Hold
2025 Q1	$268K	Hold
2024 Q4	$262K	Sell
2024 Q3	$337K	Buy
2024 Q2	$291K	Hold
2024 Q1	$288K	Sell
2023 Q4	$278K	Hold
2023 Q3	$270K	Buy