Welch Group’s Permian Basin Royalty Trust PBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
17,798
-402
| -2% | -$5K | 0.01% | 251 |
|
|
2025
Q1 | $180K | Buy |
18,200
+7,384
| +68% | +$73.2K | 0.01% | 251 |
|
|
2024
Q4 | $118K | Hold |
10,816
| – | – | 0.01% | 255 |
|
|
2024
Q3 | $128K | Hold |
10,816
| – | – | 0.01% | 259 |
|
|
2024
Q2 | $121K | Hold |
10,816
| – | – | 0.01% | 253 |
|
|
2024
Q1 | $130K | Hold |
10,816
| – | – | 0.01% | 223 |
|
|
2023
Q4 | $151K | Hold |
10,816
| – | – | 0.01% | 218 |
|
|
2023
Q3 | $230K | Hold |
10,816
| – | – | 0.01% | 185 |
|
|
2023
Q2 | $270K | Hold |
10,816
| – | – | 0.02% | 167 |
|
|
2023
Q1 | $264K | Buy |
10,816
+402
| +4% | +$9.81K | 0.02% | 167 |
|
|
2022
Q4 | $262K | Hold |
10,414
| – | – | 0.02% | 181 |
|
|
2022
Q3 | $170K | Hold |
10,414
| – | – | 0.01% | 170 |
|
|
2022
Q2 | $172K | Hold |
10,414
| – | – | 0.01% | 194 |
|
|
2022
Q1 | $129K | Hold |
10,414
| – | – | 0.01% | 210 |
|
|
2021
Q4 | $105K | Hold |
10,414
| – | – | 0.01% | 213 |
|
|
2021
Q3 | $60K | Buy |
+10,414
| New | +$60K | ﹤0.01% | 189 |
|