WWM
PHK
WT Wealth Management’s PIMCO High Income Fund PHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $102K | Hold |
20,893
| – | – | 0.03% | 122 |
|
|
2024
Q4 | $102K | Hold |
20,893
| – | – | 0.03% | 132 |
|
|
2024
Q3 | $106K | Hold |
20,893
| – | – | 0.03% | 126 |
|
|
2024
Q2 | $101K | Hold |
20,893
| – | – | 0.03% | 118 |
|
|
2024
Q1 | $103K | Hold |
20,893
| – | – | 0.04% | 108 |
|
|
2023
Q4 | $104K | Hold |
20,893
| – | – | 0.04% | 106 |
|
|
2023
Q3 | $92.3K | Hold |
20,893
| – | – | 0.04% | 101 |
|
|
2023
Q2 | $104K | Hold |
20,893
| – | – | 0.04% | 98 |
|
|
2023
Q1 | $99.7K | Hold |
20,893
| – | – | 0.04% | 105 |
|
|
2022
Q4 | $98.8K | Hold |
20,893
| – | – | 0.05% | 93 |
|
|
2022
Q3 | $97K | Hold |
20,893
| – | – | 0.05% | 88 |
|
|
2022
Q2 | $108K | Hold |
20,893
| – | – | 0.05% | 102 |
|
|
2022
Q1 | $121K | Hold |
20,893
| – | – | 0.05% | 117 |
|
|
2021
Q4 | $128K | Hold |
20,893
| – | – | 0.05% | 122 |
|
|
2021
Q3 | $131K | Hold |
20,893
| – | – | 0.05% | 121 |
|
|
2021
Q2 | $143K | Hold |
20,893
| – | – | 0.06% | 123 |
|
|
2021
Q1 | $141K | Buy |
+20,893
| New | +$141K | 0.07% | 120 |
|