BP
PBT

BWM Planning’s Permian Basin Royalty Trust PBT Stock Holding History

BWM Planning’s Portfolio PBT Stock Details PBT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.29M Sell
103,725
-672
-0.6% -$8.37K 0.45% 36
2025
Q1 		$1.03M Hold
104,397
– – 0.44% 40
2024
Q4 		$1.16M Buy
104,397
+672
+0.6% +$7.45K 0.5% 37
2024
Q3 		$1.23M Buy
+103,725
New +$1.23M 0.55% 37