Stratos Wealth Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,438
| Closed | -$109K | – | 723 |
|
|
2024
Q4 | $109K | Hold |
13,438
| – | – | 0.01% | 699 |
|
|
2024
Q3 | $243K | Hold |
13,438
| – | – | 0.01% | 659 |
|
|
2024
Q2 | $138K | Buy |
13,438
+938
| +8% | +$9.66K | 0.01% | 679 |
|
|
2024
Q1 | $133K | Hold |
12,500
| – | – | 0.01% | 645 |
|
|
2023
Q4 | $114K | Hold |
12,500
| – | – | 0.01% | 662 |
|
|
2023
Q3 | $130K | Hold |
12,500
| – | – | 0.01% | 642 |
|
|
2023
Q2 | $179K | Hold |
12,500
| – | – | 0.01% | 600 |
|
|
2023
Q1 | $89.3K | Buy |
+12,500
| New | +$89.3K | 0.01% | 588 |
|