Kestra Private Wealth Services’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 | $149K | Hold |
15,500
| – | – | ﹤0.01% | 1526 |
|
|
2025
Q1 | $97.2K | Hold |
15,500
| – | – | ﹤0.01% | 1449 |
|
|
2024
Q4 | $126K | Buy |
15,500
+5,500
| +55% | +$44.7K | ﹤0.01% | 1350 |
|
|
2024
Q3 | $181K | Hold |
10,000
| – | – | ﹤0.01% | 1280 |
|
|
2024
Q2 | $103K | Hold |
10,000
| – | – | ﹤0.01% | 1281 |
|
|
2024
Q1 | $106K | Buy |
+10,000
| New | +$106K | ﹤0.01% | 1236 |
|