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	-29,919	Closed	-$496K	–	315
2025 Q4	$496K	Buy	29,919 +247	+0.8%	+$3.53K	0.06%	159
2025 Q3	$349K	Hold	29,672	–	–	0.04%	189
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	+$305K	0.07%	156
2021 Q4	–	Sell	-12,872	Closed	-$413K	–	215
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	+$521K	0.14%	128