Pimco Dynamic Incm Fund shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Pimco Dynamic Incm Fund
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All positions including Pimco Dynamic Incm Fund held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pimco Dynamic Incm Fund by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 54k | 19.80 |
| 2025-06-30 | $996k | 53k | 18.97 |
| 2025-03-31 | $1.0M | 53k | 19.80 |
| 2024-12-31 | $947k | 52k | 18.34 |
| 2024-09-30 | $1.1M | 52k | 20.27 |
| 2024-06-30 | $1.1M | 57k | 18.81 |
| 2024-03-31 | $1.0M | 53k | 19.29 |
| 2023-12-31 | $769k | 43k | 17.96 |
| 2023-09-30 | $254k | 15k | 17.28 |
| 2023-06-30 | $253k | 14k | 18.74 |
| 2023-03-31 | $257k | 14k | 18.04 |
| 2022-12-31 | $258k | 14k | 18.47 |
| 2022-09-30 | $254k | 13k | 19.40 |
| 2022-06-30 | $258k | 12k | 20.88 |
| 2022-03-31 | $289k | 12k | 24.36 |
| 2021-12-31 | $301k | 12k | 25.91 |
| 2021-09-30 | $247k | 9.3k | 26.59 |
| 2021-06-30 | $262k | 9.1k | 28.86 |
| 2021-03-31 | $250k | 8.9k | 28.18 |
| 2020-12-31 | $229k | 8.7k | 26.45 |
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