Williams Jones Wealth Management’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$202K	Buy
2024 Q3	$182K	Sell
2024 Q2	$201K	Hold
2024 Q1	$209K	Hold
2023 Q4	$186K	Sell
2023 Q3	$264K	Buy