SAM
Simplify Asset Management’s Phathom Pharmaceuticals PHAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Sell |
521,935
-160,000
| -23% | -$1.53M | 0.25% | 24 |
|
|
2025
Q1 | $4.28M | Buy |
681,935
+100,000
| +17% | +$627K | 0.16% | 24 |
|
|
2024
Q4 | $4.73M | Buy |
581,935
+60,000
| +11% | +$487K | 0.23% | 24 |
|
|
2024
Q3 | $9.44M | Hold |
521,935
| – | – | 0.44% | 23 |
|
|
2024
Q2 | $5.38M | Hold |
521,935
| – | – | 0.36% | 22 |
|
|
2024
Q1 | $5.54M | Buy |
521,935
+284,000
| +119% | +$3.02M | 0.33% | 20 |
|
|
2023
Q4 | $2.17M | Hold |
237,935
| – | – | 0.19% | 34 |
|
|
2023
Q3 | $2.47M | Hold |
237,935
| – | – | 0.28% | 36 |
|
|
2023
Q2 | $3.41M | Hold |
237,935
| – | – | 0.45% | 15 |
|
|
2023
Q1 | $1.7M | Buy |
+237,935
| New | +$1.7M | 0.24% | 38 |
|