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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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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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 |
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