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Williams & Novak Wealth Management, LLC → PCQ
Williams & Novak Wealth Management, LLC PCQ Position History
PIMCO California Municipal Income Fund • Financial Services
Quarters held
5
Latest value
$3.7M
Q3 2026
Peak value
$4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4M |
| Q4 2025 | $3.7M |
| Q1 2026 | $3.5M |
| Q2 2026 | $3.3M |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 476.1K | — | — |
| Q2 2026 | $3.3M | 365.2K | — | — |
| Q1 2026 | $3.5M | 403.6K | — | — |
| Q4 2025 | $3.7M | 418.4K | — | — |
| Q3 2025 | $4M | 457.1K | — | — |