Waverly Advisors’s Permian Resources PR Stock Holding History

Waverly Advisors’s Portfolio PR Stock Details PR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$383K	Sell
2025 Q1	$424K	Buy
2024 Q4	$355K	Buy
2024 Q3	$291K	Buy
2024 Q2	$297K	Buy
2024 Q1	$229K	Buy
2023 Q4	$167K	Buy