Curated Wealth Partners’s Permian Resources PR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$951K	Hold	69,854	–	–	0.11%	59
2025 Q1	$967K	Sell	69,854 -25,000	-26%	-$346K	0.13%	55
2024 Q4	$1.36M	Hold	94,854	–	–	0.16%	38
2024 Q3	$1.29M	Hold	94,854	–	–	0.17%	39
2024 Q2	$1.53M	Buy	+94,854	New	+$1.53M	0.21%	29