Insight Wealth Partners, LLC Pimco Active Bond Exchange Tra Transaction History

Insight Wealth Partners, LLC

$498 Million
Q3 2024

A detailed history of Insight Wealth Partners, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 23,791 shares of BOND stock, worth $2.18 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

23,791

Previous 22,400 6.21%

Holding current value

$2.18 Million

Previous $2.04 Million 10.29%

% of portfolio

0.45%

Previous 0.35%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$90.01 - $95.32 $125,203 - $132,590	1,391 Added 6.21%	23,791 $2.25 Million
Q2 2024 Jul 18, 2024	SELL	$89.04 - $91.74 $35,526 - $36,604	-399 Reduced 1.75%	22,400 $2.04 Million
Q1 2024 May 10, 2024	BUY	$90.6 - $92.67 $369,648 - $378,093	4,080 Added 21.8%	22,799 $2.09 Million
Q4 2023 Feb 13, 2024	SELL	$85.36 - $93.18 $46,606 - $50,876	-546 Reduced 2.83%	18,719 $1.73 Million
Q3 2023 Oct 30, 2023	BUY	$87.73 - $91.9 $45,180 - $47,328	515 Added 2.75%	19,265 $1.69 Million
Q2 2023 Aug 11, 2023	SELL	$90.82 - $93.46 $422,131 - $434,402	-4,648 Reduced 19.86%	18,750 $1.72 Million
Q1 2023 May 12, 2023	SELL	$90.4 - $94.23 $86,693 - $90,366	-959 Reduced 3.94%	23,398 $2.17 Million
Q4 2022 Jan 31, 2023	BUY	$87.0 - $92.92 $264,132 - $282,105	3,036 Added 14.24%	24,357 $2.2 Million
Q3 2022 Dec 01, 2022	BUY	$89.53 - $97.51 $227,943 - $248,260	2,546 Added 13.56%	21,321 $1.91 Million
Q2 2022 Jul 13, 2022	BUY	$93.11 - $101.59 $12,104 - $13,206	130 Added 0.7%	18,775 $1.79 Million
Q1 2022 May 02, 2022	BUY	$100.7 - $108.94 $249,232 - $269,626	2,475 Added 15.31%	18,645 $1.9 Million
Q4 2021 Feb 04, 2022	BUY	$108.95 - $110.71 $128,996 - $131,080	1,184 Added 7.9%	16,170 $1.77 Million
Q3 2021 Nov 05, 2021	SELL	$110.45 - $112.09 $73,559 - $74,651	-666 Reduced 4.26%	14,986 $1.66 Million
Q2 2021 Jul 14, 2021	BUY	$109.57 - $110.96 $876 - $887	8 Added 0.05%	15,652 $1.74 Million
Q1 2021 Apr 20, 2021	SELL	$109.13 - $113.04 $1.28 Million - $1.33 Million	-11,760 Reduced 42.91%	15,644 $1.71 Million
Q4 2020 Jan 19, 2021	BUY	$111.26 - $113.14 $2.85 Million - $2.89 Million	25,579 Added 1401.59%	27,404 $3.1 Million
Q2 2020 Jul 20, 2020	BUY	$106.13 - $111.67 $193,687 - $203,797	1,825 New	1,825 $204,000

Others Institutions Holding BOND

# of Institutions

449

Shares Held

39.9M

Call Options Held

Put Options Held

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About PIMCO ACTIVE BOND EXCHANGE TRA

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Insight Wealth Partners, LLC Pimco Active Bond Exchange Tra Transaction History