Wealth Enhancement Advisory Services
PBT

Wealth Enhancement Advisory Services’s Permian Basin Royalty Trust PBT Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q2 		$436K Buy
16,645
+5,181
+45% +$131K ﹤0.01% 2824
2026
Q1 		$246K Sell
11,464
-1,734
-13% -$33.8K ﹤0.01% 2969
2025
Q4 		$235K Buy
13,198
+182
+1% +$3.26K ﹤0.01% 3138
2025
Q3 		$222K Buy
13,016
+1,574
+14% +$24.5K ﹤0.01% 3038
2025
Q2 		$148K Hold
11,442
– – ﹤0.01% 3071
2025
Q1 		$113K Sell
11,442
-86
-0.7% -$933 ﹤0.01% 2742
2024
Q4 		$127K Sell
11,528
-9,890
-46% -$119K ﹤0.01% 2771
2024
Q3 		$255K Sell
21,418
-500
-2% -$5.63K ﹤0.01% 2284
2024
Q2 		$247K Buy
21,918
+1,150
+6% +$14K ﹤0.01% 2129
2024
Q1 		$251K Buy
+20,768
New +$282K ﹤0.01% 2034
2023
Q4 		– Sell
-11,558
Closed -$245K – 2413
2023
Q3 		$245K Buy
+11,558
New +$262K ﹤0.01% 1865

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