Medallion Wealth Advisors, LLC’s Permian Basin Royalty Trust PBT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.26K Hold
2025
Q4
$6.51K Hold
2025
Q3
$7.01K Hold
2025
Q2
$4.84K Hold
2025
Q1
$3.88K Hold
2024
Q4
$4.23K Buy