WN
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Williams & Novak’s Puma Biotechnology PBYI Stock Holding History

Williams & Novak’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 		$85.1K Sell
10,489
-150
-1% -$1.1K 0.06% 128
2026
Q1 		$71.9K Buy
10,639
+79
+0.7% +$509 0.05% 122
2025
Q4 		$62.8K Buy
+10,560
New +$56.1K 0.05% 132
2025
Q3 		– Sell
-12,520
Closed -$42.9K – 151
2025
Q2 		$42.9K Sell
12,520
-2,200
-15% -$7.02K 0.04% 129
2025
Q1 		$43.1K Buy
+14,720
New +$46.1K 0.04% 119

Other funds holding PBYI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CWM
C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return