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Paulson Wealth Management Inc. → PDI
Paulson Wealth Management Inc. PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
15
Latest value
$3.3M
Q3 2026
Peak value
$4.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.1M |
| Q3 2025 | $414K |
| Q3 2025 | $3.4M |
| Q4 2025 | $3.5M |
| Q4 2025 | $3.6M |
| Q4 2025 | $3.4M |
| Q1 2026 | $4.2M |
| Q1 2026 | $3.1M |
| Q1 2026 | $3.6M |
| Q2 2026 | $4.1M |
| Q2 2026 | $2.9M |
| Q2 2026 | $3.4M |
| Q3 2026 | $4.2M |
| Q3 2026 | $2.8M |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 66.6K | — | — |
| Q3 2026 | $2.8M | 27.9K | — | — |
| Q3 2026 | $4.2M | 97.8K | — | — |
| Q2 2026 | $3.4M | 64.2K | — | — |
| Q2 2026 | $2.9M | 28.7K | — | — |
| Q2 2026 | $4.1M | 90.1K | — | — |
| Q1 2026 | $3.6M | 68.7K | — | — |
| Q1 2026 | $3.1M | 31.0K | — | — |
| Q1 2026 | $4.2M | 92.4K | — | — |
| Q4 2025 | $3.4M | 64.0K | — | — |
| Q4 2025 | $3.6M | 36.2K | — | — |
| Q4 2025 | $3.5M | 78.3K | — | — |
| Q3 2025 | $3.4M | 65.6K | — | — |
| Q3 2025 | $414K | 4.1K | — | — |
| Q3 2025 | $3.1M | 68.8K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M