WA
PBT
Waverly Advisors’s Permian Basin Royalty Trust PBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Hold |
12,666
| – | – | ﹤0.01% | 1143 |
|
|
2025
Q1 | $125K | Hold |
12,666
| – | – | ﹤0.01% | 1082 |
|
|
2024
Q4 | $140K | Hold |
12,666
| – | – | ﹤0.01% | 953 |
|
|
2024
Q3 | $150K | Sell |
12,666
-1,002
| -7% | -$11.9K | ﹤0.01% | 786 |
|
|
2024
Q2 | $153K | Buy |
13,668
+1,002
| +8% | +$11.2K | ﹤0.01% | 780 |
|
|
2024
Q1 | $153K | Hold |
12,666
| – | – | ﹤0.01% | 667 |
|
|
2023
Q4 | $177K | Sell |
12,666
-201
| -2% | -$2.81K | 0.01% | 433 |
|
|
2023
Q3 | $273K | Buy |
12,867
+3,001
| +30% | +$63.7K | 0.01% | 335 |
|
|
2023
Q2 | $246K | Buy |
+9,866
| New | +$246K | 0.01% | 323 |
|