Allworth Financial’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81K | Buy |
134
+88
| +191% | +$2.51K | ﹤0.01% | 3408 |
|
|
2025
Q1 | $1.13K | Hold |
46
| – | – | ﹤0.01% | 3422 |
|
|
2024
Q4 | $1.25K | Buy |
+46
| New | +$1.25K | ﹤0.01% | 3325 |
|
|
2023
Q4 | – | Sell |
-12
| Closed | -$225 | – | 3583 |
|
|
2023
Q3 | $225 | Hold |
12
| – | – | ﹤0.01% | 3218 |
|
|
2023
Q2 | $373 | Sell |
12
-28
| -70% | -$870 | ﹤0.01% | 2955 |
|
|
2023
Q1 | $1.29K | Buy |
40
+28
| +233% | +$904 | ﹤0.01% | 2576 |
|
|
2022
Q4 | $388 | Hold |
12
| – | – | ﹤0.01% | 2689 |
|
|
2022
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 2996 |
|
|
2022
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 2702 |
|