Williams Jones Wealth Management’s PIMCO High Income Fund PHK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$106K Hold
2025
Q2
$102K Hold
2025
Q1
$104K Hold
2024
Q4
$103K Hold
2024
Q3
$106K Hold
2024
Q2
$102K Hold
2024
Q1
$105K Hold
2023
Q4
$106K Sell
2023
Q3
$115K Buy