Ownership history in C2C Wealth Management, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which C2C Wealth Management, LLC reported a position in PIMCO CORPORATE & INCOME OPP (PTY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 94,700 | +7,100 | +8.1% | 1.03% | $1.2M | $12.55 |
| 2025 Q3 | ADDED | 87,600 | +5,500 | +6.7% | 1.09% | $1.3M | $13.68 |
| 2025 Q2 | ADDED | 82,100 | +9,900 | +13.7% | 1.03% | $1.1M | $12.85 |
| 2025 Q1 | ADDED | 72,200 | +2,100 | +3.0% | 0.98% | $1.0M | $13.00 |
| 2024 Q4 | ADDED | 70,100 | +1,000 | +1.4% | 0.93% | $1.0M | $12.61 |
| 2024 Q3 | REDUCED | 69,100 | -4,825 | -6.5% | 0.93% | $1.0M | $12.32 |
| 2024 Q2 | UNCHANGED | 73,925 | — | 0% | 1.03% | $1.1M | $11.95 |
| 2024 Q1 | REDUCED | 73,925 | -2,821 | -3.7% | 1.09% | $1.1M | $12.12 |
| 2023 Q4 | ADDED | 76,746 | +21 | +0.0% | 0.86% | $1.0M | $10.52 |
| 2023 Q3 | ADDED | 76,725 | +13 | +0.0% | 0.14% | $966K | $10.10 |
As of 2025 Q4 — sorted by position size