Pimco Dynamic Incm Fund shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Pimco Dynamic Incm Fund
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Quarterly reported holdings in Pimco Dynamic Incm Fund by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $213k | 11k | 19.80 |
| 2025-06-30 | $195k | 10k | 18.97 |
| 2025-03-31 | $196k | 9.9k | 19.80 |
| 2024-12-31 | $174k | 9.5k | 18.34 |
| 2024-09-30 | $185k | 9.1k | 20.27 |
| 2024-06-30 | $166k | 8.8k | 18.81 |
| 2024-03-31 | $164k | 8.5k | 19.29 |
| 2023-12-31 | $147k | 8.2k | 17.95 |
| 2023-09-30 | $136k | 7.9k | 17.28 |
| 2023-06-30 | $142k | 7.6k | 18.75 |
| 2023-03-31 | $132k | 7.3k | 18.02 |
| 2022-12-31 | $130k | 7.1k | 18.48 |
| 2022-06-30 | $133k | 6.4k | 20.89 |
| 2022-03-31 | $151k | 6.2k | 24.44 |
| 2021-12-31 | $157k | 6.1k | 25.88 |