OAM
Occidental Asset Management’s Phathom Pharmaceuticals PHAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Hold |
29,672
| – | – | 0.04% | 204 |
|
|
2025
Q1 | $186K | Hold |
29,672
| – | – | 0.03% | 239 |
|
|
2024
Q4 | $241K | Hold |
29,672
| – | – | 0.04% | 188 |
|
|
2024
Q3 | $536K | Hold |
29,672
| – | – | 0.09% | 139 |
|
|
2024
Q2 | $306K | Hold |
29,672
| – | – | 0.05% | 162 |
|
|
2024
Q1 | $315K | Hold |
29,672
| – | – | 0.06% | 155 |
|
|
2023
Q4 | $271K | Hold |
29,672
| – | – | 0.06% | 170 |
|
|
2023
Q3 | $308K | Hold |
29,672
| – | – | 0.07% | 161 |
|
|
2023
Q2 | $425K | Hold |
29,672
| – | – | 0.1% | 156 |
|
|
2023
Q1 | $212K | Hold |
29,672
| – | – | 0.05% | 187 |
|
|
2022
Q4 | $333K | Hold |
29,672
| – | – | 0.09% | 154 |
|
|
2022
Q3 | $329K | Hold |
29,672
| – | – | 0.1% | 140 |
|
|
2022
Q2 | $250K | Buy |
+29,672
| New | +$250K | 0.07% | 156 |
|
|
2021
Q4 | – | Sell |
-12,872
| Closed | -$413K | – | 213 |
|
|
2021
Q3 | $413K | Hold |
12,872
| – | – | 0.11% | 153 |
|
|
2021
Q2 | $436K | Hold |
12,872
| – | – | 0.12% | 151 |
|
|
2021
Q1 | $483K | Hold |
12,872
| – | – | 0.14% | 136 |
|
|
2020
Q4 | $428K | Buy |
+12,872
| New | +$428K | 0.14% | 128 |
|