AWM
PBT

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

Avondale 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 		$93.5K Sell
7,500
-21,500
-74% -$268K 0.05% 75
2025
Q1 		$287K Buy
29,000
+10,000
+53% +$99.1K 0.18% 45
2024
Q4 		$211K Buy
19,000
+9,500
+100% +$105K 0.13% 49
2024
Q3 		$113K Buy
+9,500
New +$113K 0.07% 57