Medallion Wealth Advisors’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