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Pimco Energy & Tactical shares owned by Cornerstone Wealth Management

Quarter-by-quarter ownership of Pimco Energy & Tactical (PDX) shares owned by Cornerstone Wealth Management from 13F filings

Historical chart of Cornerstone Wealth Management investment in Pimco Energy & Tactical

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All positions including Pimco Energy & Tactical held by Cornerstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Energy & Tactical by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $410k 17k 24.93
2025-06-30 $402k 16k 24.65
2025-03-31 $409k 17k 24.54
2024-12-31 $390k 15k 26.13
2024-09-30 $350k 15k 23.59
2024-06-30 $308k 14k 22.28
2024-03-31 $289k 14k 21.21
2023-12-31 $264k 13k 20.48