Creative Planning’s Puma Biotechnology PBYI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$148K	Buy	+23,113	New	+$149K	﹤0.01%	3818
2018 Q4	–	Sell	-7,804	Closed	-$358K	–	2067
2018 Q3	$358K	Buy	7,804 +2,675	+52%	+$129K	﹤0.01%	1286
2018 Q2	$303K	Buy	5,129 +1,188	+30%	+$68.8K	﹤0.01%	1372
2018 Q1	$268K	Buy	3,941 +922	+31%	+$69K	﹤0.01%	1411
2017 Q4	$298K	Buy	3,019 +541	+22%	+$60.5K	﹤0.01%	1365
2017 Q3	$297K	Sell	2,478 -384	-13%	-$35.7K	﹤0.01%	1335
2017 Q2	$250K	Buy	2,862 +1,099	+62%	+$61.5K	﹤0.01%	1385
2017 Q1	$66K	Buy	1,763 +125	+8%	+$4.56K	﹤0.01%	2270
2016 Q4	$50K	Buy	1,638 +480	+41%	+$20.8K	﹤0.01%	2390
2016 Q3	$78K	Buy	1,158 +835	+259%	+$42.2K	﹤0.01%	2020
2016 Q2	$10K	Buy	323 +100	+45%	+$3.13K	﹤0.01%	3249
2016 Q1	$7K	Hold	223	–	–	﹤0.01%	3419
2015 Q4	$17K	Hold	223	–	–	﹤0.01%	2955
2015 Q3	$17K	Buy	+223	New	+$21.1K	﹤0.01%	2858
2015 Q2	–	Sell	-223	Closed	-$53K	–	2437
2015 Q1	$53K	Hold	223	–	–	﹤0.01%	1996
2014 Q4	$42K	Buy	+223	New	+$49.5K	﹤0.01%	2126