Waverly Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Waverly Advisors’s Portfolio PBT Stock Details PBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$157K	Hold
2025 Q1	$125K	Hold
2024 Q4	$140K	Hold
2024 Q3	$150K	Sell
2024 Q2	$153K	Buy
2024 Q1	$153K	Hold
2023 Q4	$177K	Sell
2023 Q3	$273K	Buy
2023 Q2	$246K	Buy