Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Victory Capital Holdings, Inc. | 155,109 | reported | 12 Jan 2026 | tx 38+486,037−420,691 |
| PIMCO MUNICIPAL INCOME FUND II | 8,001 | reported | 08 Dec 2025 | tx 3+8,001 |
| PIMCO Dynamic Income Opportunities Fund | 5,000 | reported | 14 Nov 2023 | tx 2+5,000 |
| PIMCO Access Income Fund | 3,500 | reported | 14 Nov 2023 | tx 2+3,500 |
| PIMCO Dynamic Income Strategy Fund | 3,000 | reported | 08 Jan 2026 | tx 2+3,000 |
| PIMCO Dynamic Income Fund | 2,864 | reported | 10 Dec 2021 | tx 2+3,813 |
| AllianzGI Convertible & Income 2024 Target Term Fund | 2,000 | reported | 27 Apr 2021 | tx 2+2,000 |
| NICHOLAS APPLEGATE CONVERTIBLE & INCOME FUND | 2,000 | reported | 27 Apr 2021 | tx 2+2,000 |
| NICHOLAS APPLEGATE CONVERTIBLE & INCOME FUND II | 2,000 | reported | 27 Apr 2021 | tx 2+2,000 |
| PIMCO INCOME STRATEGY FUND | 1,500 | reported | 07 Sept 2010 | tx 1+1,500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Jan 2026 | GRANT_AWARD | Victory Capital Holdings, Inc. | 961 | 68.93 USD | |
| 08 Jan 2026 | PURCHASE | PIMCO Dynamic Income Strategy Fund | 2,000 | 18.97 USD | |
| 08 Dec 2025 | PURCHASE | PIMCO MUNICIPAL INCOME FUND II | 2,819 | 7.66 USD | first after silence |
| 10 Oct 2025 | GRANT_AWARD | Victory Capital Holdings, Inc. | 1,004 | 65.98 USD | |
| 01 Aug 2025 | GRANT_AWARD | PIMCO MUNICIPAL INCOME FUND II | 3,682 | — | |
| 01 Aug 2025 | OTHER | PIMCO MUNICIPAL INCOME FUND III | 4,000 | — | |
| 10 Jul 2025 | GRANT_AWARD | Victory Capital Holdings, Inc. | 1,000 | 66.24 USD | |
| 10 Apr 2025 | GRANT_AWARD | Victory Capital Holdings, Inc. | 1,225 | 54.06 USD | |
| 10 Jan 2025 | GRANT_AWARD | Victory Capital Holdings, Inc. | 855 | 61.36 USD | |
| 10 Oct 2024 | GRANT_AWARD | Victory Capital Holdings, Inc. | 916 | 57.30 USD | |
| 10 Jul 2024 | GRANT_AWARD | Victory Capital Holdings, Inc. | 1,093 | 48.00 USD | |
| 10 Apr 2024 | GRANT_AWARD | Victory Capital Holdings, Inc. | 1,204 | 43.58 USD | |
| 10 Jan 2024 | GRANT_AWARD | Victory Capital Holdings, Inc. | 1,591 | 32.99 USD | |
| 14 Nov 2023 | PURCHASE | PIMCO Dynamic Income Opportunities Fund | 2,500 | 11.66 USD | |
| 14 Nov 2023 | PURCHASE | PIMCO MUNICIPAL INCOME FUND III | 4,000 | 7.04 USD | first after silence |
| 14 Nov 2023 | PURCHASE | PIMCO Access Income Fund | 1,000 | 13.77 USD | |
| 10 Oct 2023 | GRANT_AWARD | Victory Capital Holdings, Inc. | 1,649 | 31.82 USD | |
| 10 Jul 2023 | GRANT_AWARD | Victory Capital Holdings, Inc. | 1,593 | 32.94 USD | |
| 10 Apr 2023 | GRANT_AWARD | Victory Capital Holdings, Inc. | 1,791 | 29.30 USD | |
| 10 Jan 2023 | GRANT_AWARD | Victory Capital Holdings, Inc. | 1,720 | 29.06 USD | |
| 10 Oct 2022 | GRANT_AWARD | Victory Capital Holdings, Inc. | 1,953 | 25.60 USD | |
| 11 Jul 2022 | GRANT_AWARD | Victory Capital Holdings, Inc. | 2,118 | 23.60 USD | |
| 11 Apr 2022 | GRANT_AWARD | Victory Capital Holdings, Inc. | 1,866 | 26.79 USD | |
| 31 Jan 2022 | PURCHASE | PIMCO Access Income Fund | 2,500 | 20.00 USD | |
| 18 Jan 2022 | PURCHASE | PIMCO Dynamic Income Opportunities Fund | 2,500 | 19.20 USD |
5 purchases reported after at least 12 months of silence — most recent on 08 Dec 2025.