BWM
PBYI icon

Baron Wealth Management’s Puma Biotechnology PBYI Stock Holding History

Baron Wealth Management’s Portfolio PBYI Stock Details PBYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295K Sell
36,372
-1,906
-5% -$14K 0.08% 203
2026
Q1 		$245K Buy
38,278
+2,886
+8% +$18.6K 0.07% 220
2025
Q4 		$211K Buy
35,392
+13,625
+63% +$72.4K 0.06% 232
2025
Q3 		$116K Buy
+21,767
New +$92.3K 0.04% 240

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YIH
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CWM
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Wealth Enhancement Advisory Services
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WN
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GI
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TWD
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EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return