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

Summit Financial Wealth Advisors’s Portfolio PHAT Stock Details PHAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$195K Sell
31,143
-36,982
-54% -$232K 0.04% 148
2024
Q4 		$384K Buy
68,125
+39,093
+135% +$220K 0.08% 105
2024
Q3 		$525K Buy
+29,032
New +$525K 0.1% 84