Advisor Group Holdings, Inc. Phathom Pharmaceuticals, Inc. Transaction History

Advisor Group Holdings, Inc.

$52.6 Billion
Q2 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Phathom Pharmaceuticals, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 11,250 shares of PHAT stock, worth $134,325. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,250

Previous 7,450 51.01%

Holding current value

$134,325

Previous $71,000 50.7%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 04, 2025	BUY	$2.29 - $10.9 $8,702 - $41,420	3,800 Added 51.01%	11,250 $107,000
Q2 2025 Aug 13, 2025	SELL	$2.29 - $10.9 $8,702 - $41,420	-3,800 Reduced 33.78%	7,450 $71,000
Q1 2025 May 12, 2025	BUY	$4.22 - $7.74 $42,803 - $78,506	10,143 Added 916.26%	11,250 $70,000
Q4 2024 Jun 06, 2025	SELL	$7.45 - $18.94 $59,287 - $150,724	-7,958 Reduced 70.74%	3,292 $26,000
Q4 2024 Feb 07, 2025	BUY	$7.45 - $18.94 $685 - $1,742	92 Added 9.06%	1,107 $8,000
Q3 2024 Nov 13, 2024	SELL	$10.25 - $19.5 $12,300 - $23,400	-1,200 Reduced 54.18%	1,015 $18,000
Q2 2024 Aug 13, 2024	BUY	$8.97 - $12.05 $17,805 - $23,919	1,985 Added 863.04%	2,215 $22,000
Q1 2024 May 10, 2024	SELL	$6.21 - $11.05 $304 - $541	-49 Reduced 17.56%	230 $2,000
Q4 2023 Feb 12, 2024	SELL	$6.99 - $10.71 $17,013 - $26,068	-2,434 Reduced 89.72%	279 $2,000
Q3 2023 Nov 13, 2023	SELL	$10.26 - $15.7 $15,779 - $24,146	-1,538 Reduced 36.18%	2,713 $28,000
Q2 2023 Aug 10, 2023	BUY	$7.28 - $14.32 $29,848 - $58,712	4,100 Added 2715.23%	4,251 $60,000
Q1 2023 May 12, 2023	BUY	$6.19 - $12.36 $6 - $12	1 Added 0.67%	151 $1,000
Q4 2022 Feb 10, 2023	SELL	$9.18 - $11.53 $3,672 - $4,612	-400 Reduced 72.73%	150 $1,000
Q3 2022 Nov 14, 2022	SELL	$6.46 - $12.11 $77,591 - $145,453	-12,011 Reduced 95.62%	550 $6,000
Q2 2022 Aug 10, 2022	SELL	$6.2 - $15.5 $222,294 - $555,737	-35,854 Reduced 74.06%	12,561 $106,000
Q1 2022 May 04, 2022	BUY	$11.55 - $20.06 $535,215 - $929,560	46,339 Added 2232.13%	48,415 $659,000
Q3 2021 Nov 05, 2021	BUY	$30.69 - $36.83 $26,178 - $31,415	853 Added 69.75%	2,076 $67,000
Q3 2020 Nov 12, 2020	BUY	$29.24 - $40.19 $13,830 - $19,009	473 Added 63.07%	1,223 $45,000
Q2 2020 Aug 14, 2020	BUY	$25.06 - $54.6 $18,795 - $40,950	750 New	750 $25,000

Others Institutions Holding PHAT

# of Institutions

137

Shares Held

60.5M

Call Options Held

1.35M

Put Options Held

1.19M

View Full List

About Phathom Pharmaceuticals, Inc.

Ticker PHAT
Exchange NASDAQ
Sector Healthcare
Industry Biotechnology
Shares Outstandng 39,175,200
Market Cap $468M
Description
Phathom Pharmaceuticals, Inc., a clinical-stage biopharmaceutical company, focuses on developing and commercializing treatments for gastrointestinal diseases. The company has the rights in the United States, Europe, and Canada to vonoprazan, a potassium-competitive acid blocker (P-CAB) that blocks acid secretion in the stomach. It is also develo...

More about PHAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Group Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advisor Group Holdings, Inc. with notifications on news.

Account

Advisor Group Holdings, Inc. Phathom Pharmaceuticals, Inc. Transaction History