Summit Financial Wealth Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

Summit Financial Wealth Advisors’s Portfolio PHAT Stock Details PHAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$272K	Hold
2025 Q2	$212K	Sell
2025 Q1	$195K	Sell
2024 Q4	$384K	Buy
2024 Q3	$525K	Buy