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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

Tip: Access up to 7 years of quarterly data

All positions including Pimco Energy & Tactical held by Williams Jones 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 Williams Jones Wealth Management

Quarter filed Position value Share count Share price at filing
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