Amalgamated Bank’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,798
| Closed | -$30K | – | 2501 |
|
|
2025
Q4 | $30K | Sell |
1,798
-119
| -6% | -$2.46K | ﹤0.01% | 1968 |
|
|
2025
Q3 | $45K | Hold |
1,917
| – | – | ﹤0.01% | 1872 |
|
|
2025
Q2 | $55K | Hold |
1,917
| – | – | ﹤0.01% | 1810 |
|
|
2025
Q1 | $49K | Buy |
1,917
+106
| +6% | +$2.88K | ﹤0.01% | 1800 |
|
|
2024
Q4 | $46K | Hold |
1,811
| – | – | ﹤0.01% | 1855 |
|
|
2024
Q3 | $41K | Hold |
1,811
| – | – | ﹤0.01% | 1902 |
|
|
2024
Q2 | $38K | Buy |
1,811
+111
| +7% | +$2.41K | ﹤0.01% | 1924 |
|
|
2024
Q1 | $41K | Sell |
1,700
-5,863
| -78% | -$146K | ﹤0.01% | 1910 |
|
|
2023
Q4 | $175K | Sell |
7,563
-153
| -2% | -$2.64K | ﹤0.01% | 1833 |
|
|
2023
Q3 | $144K | Hold |
7,716
| – | – | ﹤0.01% | 1890 |
|
|
2023
Q2 | $239K | Buy |
7,716
+1,612
| +26% | +$50.5K | ﹤0.01% | 1751 |
|
|
2023
Q1 | $197K | Sell |
6,104
-1,029
| -14% | -$36.2K | ﹤0.01% | 1810 |
|
|
2022
Q4 | $231K | Buy |
7,133
+102
| +1% | +$2.77K | ﹤0.01% | 1802 |
|
|
2022
Q3 | $179K | Buy |
7,031
+57
| +0.8% | +$1.42K | ﹤0.01% | 1892 |
|
|
2022
Q2 | $174K | Sell |
6,974
-1,128
| -14% | -$24.8K | ﹤0.01% | 1936 |
|
|
2022
Q1 | $214K | Sell |
8,102
-599
| -7% | -$18.4K | ﹤0.01% | 1913 |
|
|
2021
Q4 | $362K | Buy |
8,701
+24
| +0.3% | +$1.43K | ﹤0.01% | 1731 |
|
|
2021
Q3 | $535K | Buy |
8,677
+1,478
| +21% | +$98.6K | ﹤0.01% | 1539 |
|
|
2021
Q2 | $441K | Buy |
7,199
+2,455
| +52% | +$128K | ﹤0.01% | 1702 |
|
|
2021
Q1 | $247K | Sell |
4,744
-416
| -8% | -$26.2K | 0.01% | 1365 |
|
|
2020
Q4 | $280K | Buy |
+5,160
| New | +$221K | 0.01% | 1267 |
|
Other funds holding PHR
PFCS
VPM
VCM
AG
PM
