Pimco Fds Stocks Plus Fund mutual fund shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Pimco Fds Stocks Plus Fund mutual fund (PSTKX) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Pimco Fds Stocks Plus Fund mutual fund
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Quarterly reported holdings in Pimco Fds Stocks Plus Fund mutual fund by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $249k | 20k | 12.58 |
| 2023-09-30 | $140k | 13k | 10.44 |
| 2023-06-30 | $145k | 13k | 10.88 |
| 2023-03-31 | $134k | 13k | 10.08 |
| 2022-12-31 | $125k | 13k | 9.39 |
| 2022-09-30 | $118k | 12k | 9.53 |
| 2022-06-30 | $102k | 10k | 10.09 |
| 2022-03-31 | $124k | 10k | 12.29 |
| 2021-12-31 | $131k | 10k | 13.01 |
| 2021-06-30 | $164k | 12k | 13.20 |
| 2021-03-31 | $151k | 12k | 12.21 |
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