Back to PDI
Taylor & Morgan Wealth Management, LLC → PDI
Taylor & Morgan Wealth Management, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
15
Latest value
$2.8M
Q3 2026
Peak value
$5.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q3 2025 | $2.5M |
| Q3 2025 | $300K |
| Q4 2025 | $2.6M |
| Q4 2025 | $3.3M |
| Q4 2025 | $3M |
| Q1 2026 | $2.9M |
| Q1 2026 | $4.6M |
| Q1 2026 | $2.9M |
| Q2 2026 | $2.9M |
| Q2 2026 | $5.2M |
| Q2 2026 | $3M |
| Q3 2026 | $3.3M |
| Q3 2026 | $5.4M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 56.3K | — | — |
| Q3 2026 | $5.4M | 62.1K | — | — |
| Q3 2026 | $3.3M | 131.9K | — | — |
| Q2 2026 | $3M | 56.3K | — | — |
| Q2 2026 | $5.2M | 56.6K | — | — |
| Q2 2026 | $2.9M | 110.9K | — | — |
| Q1 2026 | $2.9M | 56.3K | — | — |
| Q1 2026 | $4.6M | 49.6K | — | — |
| Q1 2026 | $2.9M | 110.7K | — | — |
| Q4 2025 | $3M | 56.3K | — | — |
| Q4 2025 | $3.3M | 35.1K | — | — |
| Q4 2025 | $2.6M | 96.6K | — | — |
| Q3 2025 | $300K | 5.7K | — | — |
| Q3 2025 | $2.5M | 26.6K | — | — |
| Q3 2025 | $1.4M | 52.1K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M