Ameritas Investment Partners’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Hold |
5,606
| – | – | 0.01% | 1448 |
|
|
2025
Q1 | $143K | Hold |
5,606
| – | – | ﹤0.01% | 1466 |
|
|
2024
Q4 | $141K | Hold |
5,606
| – | – | ﹤0.01% | 1548 |
|
|
2024
Q3 | $128K | Buy |
5,606
+616
| +12% | +$14K | ﹤0.01% | 1635 |
|
|
2024
Q2 | $106K | Sell |
4,990
-496
| -9% | -$10.5K | ﹤0.01% | 1684 |
|
|
2024
Q1 | $131K | Hold |
5,486
| – | – | ﹤0.01% | 1570 |
|
|
2023
Q4 | $127K | Buy |
5,486
+411
| +8% | +$9.52K | ﹤0.01% | 1577 |
|
|
2023
Q3 | $94.8K | Buy |
5,075
+1,086
| +27% | +$20.3K | ﹤0.01% | 1697 |
|
|
2023
Q2 | $124K | Hold |
3,989
| – | – | ﹤0.01% | 1451 |
|
|
2023
Q1 | $129K | Buy |
3,989
+242
| +6% | +$7.81K | 0.01% | 1361 |
|
|
2022
Q4 | $133K | Hold |
3,747
| – | – | 0.01% | 1386 |
|
|
2022
Q3 | $95K | Hold |
3,747
| – | – | ﹤0.01% | 1525 |
|
|
2022
Q2 | $93K | Hold |
3,747
| – | – | ﹤0.01% | 1563 |
|
|
2022
Q1 | $99K | Hold |
3,747
| – | – | ﹤0.01% | 1660 |
|
|
2021
Q4 | $156K | Hold |
3,747
| – | – | 0.01% | 1403 |
|
|
2021
Q3 | $231K | Buy |
3,747
+758
| +25% | +$46.7K | 0.01% | 1111 |
|
|
2021
Q2 | $183K | Buy |
2,989
+205
| +7% | +$12.6K | 0.01% | 1321 |
|
|
2021
Q1 | $145K | Hold |
2,784
| – | – | 0.01% | 1425 |
|
|
2020
Q4 | $151K | Buy |
2,784
+433
| +18% | +$23.5K | 0.01% | 1309 |
|
|
2020
Q3 | $76K | Hold |
2,351
| – | – | ﹤0.01% | 1601 |
|
|
2020
Q2 | $66K | Hold |
2,351
| – | – | ﹤0.01% | 1671 |
|
|
2020
Q1 | $49K | Buy |
2,351
+1,500
| +176% | +$31.3K | ﹤0.01% | 1674 |
|
|
2019
Q4 | $23K | Hold |
851
| – | – | ﹤0.01% | 2353 |
|
|
2019
Q3 | $21K | Buy |
+851
| New | +$21K | ﹤0.01% | 2370 |
|