Pimco Energy & Tactical shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Pimco Energy & Tactical (PDX) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Pimco Energy & Tactical
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Quarterly reported holdings in Pimco Energy & Tactical by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 983k | 24.93 |
| 2025-06-30 | $25M | 1.0M | 24.65 |
| 2025-03-31 | $26M | 1.0M | 24.54 |
| 2024-12-31 | $28M | 1.1M | 26.13 |
| 2024-09-30 | $27M | 1.1M | 23.59 |
| 2024-06-30 | $26M | 1.2M | 22.28 |
| 2024-03-31 | $26M | 1.2M | 21.21 |
| 2023-09-30 | $25M | 1.2M | 19.83 |
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