Pimco Dynamic Incm Fund shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in Pimco Dynamic Incm Fund
Tip: Access up to 7 years of quarterly data
All positions including Pimco Dynamic Incm Fund held by Outlook Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pimco Dynamic Incm Fund by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 56k | 19.80 |
| 2025-06-30 | $1.0M | 54k | 18.97 |
| 2025-03-31 | $1.1M | 54k | 19.80 |
| 2024-12-31 | $660k | 36k | 18.34 |
| 2024-09-30 | $761k | 38k | 20.27 |
| 2024-06-30 | $664k | 35k | 18.81 |
| 2021-09-30 | $576k | 22k | 26.57 |
| 2021-06-30 | $635k | 22k | 28.79 |
| 2021-03-31 | $241k | 8.6k | 28.14 |
| 2020-12-31 | $233k | 8.8k | 26.42 |
| 2020-09-30 | $279k | 11k | 25.34 |
| 2020-06-30 | $362k | 15k | 24.74 |
| 2020-03-31 | $667k | 30k | 22.10 |