A detailed history of Cornerstone Wealth Management, LLC transactions in Pimco Dynamic Income Fund stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 19,956 shares of PDI stock, worth $375,172. This represents 0.03% of its overall portfolio holdings.

Number of Shares
19,956
Previous 17,410 14.62%
Holding current value
$375,172
Previous $327,000 23.55%
% of portfolio
0.03%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$18.7 - $20.25 $47,610 - $51,556
2,546 Added 14.62%
19,956 $404,000
Q2 2024

Jul 16, 2024

BUY
$18.58 - $19.76 $69,173 - $73,566
3,723 Added 27.2%
17,410 $327,000
Q1 2024

Apr 19, 2024

BUY
$18.13 - $19.58 $248,145 - $267,991
13,687 New
13,687 $264,000
Q3 2021

Nov 12, 2021

SELL
$25.96 - $29.09 $828,876 - $928,814
-31,929 Closed
0 $0
Q2 2021

Aug 09, 2021

SELL
$28.0 - $29.6 $457,716 - $483,871
-16,347 Reduced 33.86%
31,929 $920,000
Q1 2021

Apr 30, 2021

BUY
$25.92 - $28.66 $41,264 - $45,626
1,592 Added 3.41%
48,276 $1.36 Million
Q4 2020

Jan 29, 2021

BUY
$24.17 - $27.13 $555,813 - $623,881
22,996 Added 97.08%
46,684 $1.23 Million
Q3 2020

Oct 13, 2020

BUY
$24.01 - $25.36 $238,851 - $252,281
9,948 Added 72.4%
23,688 $601,000
Q2 2020

Jul 16, 2020

BUY
$20.04 - $27.04 $275,349 - $371,529
13,740 New
13,740 $340,000
Q2 2019

Aug 02, 2019

SELL
$30.73 - $33.25 $96,492 - $104,405
-3,140 Closed
0 $0
Q1 2019

May 13, 2019

BUY
$29.43 - $32.5 $92,410 - $102,050
3,140 New
3,140 $301,000
Q4 2018

Feb 13, 2019

SELL
$26.95 - $34.04 $11.1 Million - $14 Million
-411,131 Closed
0 $0
Q3 2018

Oct 19, 2018

SELL
$31.93 - $33.65 $8.32 Million - $8.76 Million
-260,460 Reduced 38.78%
411,131 $13.3 Million
Q2 2018

Jul 20, 2018

BUY
$30.52 - $31.98 $20 Million - $21 Million
655,901 Added 4180.38%
671,591 $21 Million
Q1 2018

Apr 24, 2018

SELL
$29.57 - $30.86 $5,559 - $5,801
-188 Reduced 1.18%
15,690 $483,000
Q4 2017

Feb 09, 2018

BUY
$29.32 - $31.17 $76,818 - $81,665
2,620 Added 19.76%
15,878 $475,000
Q3 2017

Nov 14, 2017

BUY
$28.98 - $31.03 $384,216 - $411,395
13,258
13,258 $407,000

Others Institutions Holding PDI

About PIMCO Dynamic Income Fund


  • Ticker PDI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • PIMCO Dynamic Income Fund is a close ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. It is co-managed by Pacific Investment Management Company LLC. The fund invests in fixed income markets across the globe. It invests in multiple fixed-income sectors, including non-agency residential and comme...
More about PDI
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