AWM
PBT

Apollon Wealth Management’s Permian Basin Royalty Trust PBT Stock Holding History

Apollon Wealth Management’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,675
Closed -$155K – 1306
2025
Q1 		$155K Buy
15,675
+286
+2% +$2.83K ﹤0.01% 1124
2024
Q4 		$171K Buy
15,389
+244
+2% +$2.7K ﹤0.01% 1111
2024
Q3 		$180K Buy
+15,145
New +$180K 0.01% 1077