Allworth Financial’s Phathom Pharmaceuticals PHAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Sell |
20,448
-30
| -0.1% | -$288 | ﹤0.01% | 1178 |
|
|
2025
Q1 | $84.4K | Buy |
20,478
+30
| +0.1% | +$124 | ﹤0.01% | 1309 |
|
|
2024
Q4 | $143K | Sell |
20,448
-2,146
| -9% | -$15K | ﹤0.01% | 1087 |
|
|
2024
Q3 | $409K | Buy |
22,594
+14
| +0.1% | +$253 | ﹤0.01% | 629 |
|
|
2024
Q2 | $247K | Hold |
22,580
| – | – | ﹤0.01% | 748 |
|
|
2024
Q1 | $240K | Hold |
22,580
| – | – | ﹤0.01% | 722 |
|
|
2023
Q4 | $206K | Buy |
22,580
+3,000
| +15% | +$27.4K | ﹤0.01% | 722 |
|
|
2023
Q3 | $203K | Hold |
19,580
| – | – | ﹤0.01% | 676 |
|
|
2023
Q2 | $280K | Hold |
19,580
| – | – | ﹤0.01% | 619 |
|
|
2023
Q1 | $140K | Buy |
19,580
+2,388
| +14% | +$17.1K | ﹤0.01% | 746 |
|
|
2022
Q4 | $193K | Buy |
17,192
+2,816
| +20% | +$31.6K | ﹤0.01% | 640 |
|
|
2022
Q3 | $159K | Buy |
+14,376
| New | +$159K | ﹤0.01% | 647 |
|