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Whipplewood Advisors, LLC → PCQ
Whipplewood Advisors, LLC PCQ Position History
PIMCO California Municipal Income Fund • Financial Services
Quarters held
5
Latest value
$265K
Q3 2026
Peak value
$265K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $178K |
| Q4 2025 | $178K |
| Q1 2026 | $176K |
| Q2 2026 | $192K |
| Q3 2026 | $265K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $265K | 34.3K | — | — |
| Q2 2026 | $192K | 21.4K | — | — |
| Q1 2026 | $176K | 20.5K | — | — |
| Q4 2025 | $178K | 20.4K | — | — |
| Q3 2025 | $178K | 20.4K | — | — |