Atlas Wealth Partners’s Permian Basin Royalty Trust PBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $960K | Buy |
77,163
+9,800
| +15% | +$122K | 1.11% | 16 |
|
|
2025
Q1 | $666K | Buy |
67,363
+1,265
| +2% | +$12.5K | 0.82% | 19 |
|
|
2024
Q4 | $730K | Buy |
66,098
+2,542
| +4% | +$28.1K | 0.92% | 16 |
|
|
2024
Q3 | $758K | Buy |
+63,556
| New | +$758K | 1.16% | 17 |
|
|
2023
Q3 | – | Sell |
-64,143
| Closed | -$1.5M | – | 25 |
|
|
2023
Q2 | $1.5M | Buy |
+64,143
| New | +$1.5M | 4.32% | 6 |
|