Welch Group’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
2025
Q3
$325K Hold
2025
Q2
$221K Sell
2025
Q1
$180K Buy
2024
Q4
$118K Hold
2024
Q3
$128K Hold
2024
Q2
$121K Hold
2024
Q1
$130K Hold
2023
Q4
$151K Hold
2023
Q3
$230K Hold
2023
Q2
$270K Hold
2023
Q1
$264K Buy
2022
Q4
$262K Hold
2022
Q3
$170K Hold
2022
Q2
$172K Hold
2022
Q1
$129K Hold
2021
Q4
$105K Hold
2021
Q3
$60K Buy