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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $98.3K | Hold |
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|
2025
Q4 | $103K | Hold |
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|
2025
Q3 | $106K | Hold |
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|
2025
Q2 | $102K | Hold |
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|
2025
Q1 | $104K | Hold |
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|
2024
Q4 | $103K | Hold |
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|
2024
Q3 | $106K | Hold |
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|
2024
Q2 | $102K | Hold |
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|
2024
Q1 | $105K | Hold |
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|
2023
Q4 | $106K | Sell |
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|
2023
Q3 | $115K | Buy |
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