Carson Wealth (CWM LLC)’s Phathom Pharmaceuticals PHAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Sell |
2,093
-5,291
| -72% | -$50.6K | ﹤0.01% | 3916 |
|
|
2025
Q1 | $46K | Buy |
7,384
+7,349
| +20,997% | +$45.8K | ﹤0.01% | 3048 |
|
|
2024
Q4 | $0 | Buy |
35
+3
| +9% | – | ﹤0.01% | 5093 |
|
|
2024
Q3 | $1K | Buy |
32
+24
| +300% | +$750 | ﹤0.01% | 4669 |
|
|
2024
Q2 | $0 | Buy |
8
+4
| +100% | – | ﹤0.01% | 4852 |
|
|
2024
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 4633 |
|
|
2022
Q2 | – | Sell |
-36
| Closed | – | – | 4003 |
|
|
2022
Q1 | $0 | Buy |
+36
| New | – | ﹤0.01% | 3768 |
|