Creative Planning’s Phathom Pharmaceuticals PHAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $919K | Buy |
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|
2025
Q2 | $549K | Sell |
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|
2025
Q1 | $376K | Buy |
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|
2024
Q4 | $189K | Sell |
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|
2024
Q3 | $613K | Buy |
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|
2024
Q2 | $278K | Sell |
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|
2024
Q1 | $341K | Buy |
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|
2023
Q4 | $195K | Buy |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $293K | Buy |
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|
2023
Q1 | $143K | Buy |
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