Creative Planning’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 | $549K | Sell |
57,264
-2,673
| -4% | -$25.6K | ﹤0.01% | 2382 |
|
|
2025
Q1 | $376K | Buy |
59,937
+36,694
| +158% | +$230K | ﹤0.01% | 2553 |
|
|
2024
Q4 | $189K | Sell |
23,243
-10,641
| -31% | -$86.4K | ﹤0.01% | 2979 |
|
|
2024
Q3 | $613K | Buy |
33,884
+6,933
| +26% | +$125K | ﹤0.01% | 1928 |
|
|
2024
Q2 | $278K | Sell |
26,951
-5,151
| -16% | -$53.1K | ﹤0.01% | 2407 |
|
|
2024
Q1 | $341K | Buy |
32,102
+10,750
| +50% | +$114K | ﹤0.01% | 2138 |
|
|
2023
Q4 | $195K | Buy |
21,352
+877
| +4% | +$8.01K | ﹤0.01% | 2438 |
|
|
2023
Q3 | $212K | Hold |
20,475
| – | – | ﹤0.01% | 2188 |
|
|
2023
Q2 | $293K | Buy |
20,475
+475
| +2% | +$6.8K | ﹤0.01% | 1919 |
|
|
2023
Q1 | $143K | Buy |
+20,000
| New | +$143K | ﹤0.01% | 2186 |
|