Occidental Asset Management’s Phathom Pharmaceuticals PHAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$496K Buy
2025
Q3
$349K Hold
2025
Q2
$285K Hold
2025
Q1
$186K Hold
2024
Q4
$241K Hold
2024
Q3
$536K Hold
2024
Q2
$306K Hold
2024
Q1
$315K Hold
2023
Q4
$271K Hold
2023
Q3
$308K Hold
2023
Q2
$425K Hold
2023
Q1
$212K Hold
2022
Q4
$333K Hold
2022
Q3
$329K Hold
2022
Q2
$250K Buy
2021
Q4
Sell
2021
Q3
$413K Hold
2021
Q2
$436K Hold
2021
Q1
$483K Hold
2020
Q4
$428K Buy