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Pimco shares owned by Walter & Keenan Financial Consulting

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Walter & Keenan Financial Consulting from 13F filings

Historical chart of Walter & Keenan Financial Consulting investment in Pimco

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All positions including Pimco held by Walter & Keenan Financial Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Walter & Keenan Financial Consulting

Quarter filed Position value Share count Share price at filing
2024-09-30 $303k 11k 26.65
2024-06-30 $287k 11k 25.64
2024-03-31 $284k 11k 25.76

More positions owned by Walter & Keenan Financial Consulting

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Vanguard Intl Equity Index Tt Wrld St Etf (VT)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Procter & Gamble Company (PG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Walter & Keenan Financial Consulting

Top funds holding Pimco

Retirement Planning Group
Sequoia Financial Advisors
LPL Financial
Krilogy Financial
AE Wealth Management
TruWealth Advisors
Envestnet Asset Management
Family Investment Center
Wells Fargo & Company
Berger Financial Group
Falcon Wealth Planning
WCG Wealth Advisors
Cardinal Point Capital Management, ULC
Kelman-Lazarov
Wealth Alliance Advisory Group

View all funds holding Pimco