AssetMark Inc’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 | $16.2K | Hold |
1,935
| – | – | ﹤0.01% | 2135 |
|
|
2025
Q4 | $32.7K | Buy |
1,935
+237
| +14% | +$4.89K | ﹤0.01% | 1851 |
|
|
2025
Q3 | $39.9K | Hold |
1,698
| – | – | ﹤0.01% | 1708 |
|
|
2025
Q2 | $48.3K | Buy |
1,698
+13
| +0.8% | +$330 | ﹤0.01% | 1569 |
|
|
2025
Q1 | $43.1K | Hold |
1,685
| – | – | ﹤0.01% | 1480 |
|
|
2024
Q4 | $42.4K | Hold |
1,685
| – | – | ﹤0.01% | 1465 |
|
|
2024
Q3 | $38.4K | Hold |
1,685
| – | – | ﹤0.01% | 1358 |
|
|
2024
Q2 | $35.7K | Hold |
1,685
| – | – | ﹤0.01% | 1288 |
|
|
2024
Q1 | $40.3K | Hold |
1,685
| – | – | ﹤0.01% | 1191 |
|
|
2023
Q4 | $39K | Sell |
1,685
-4
| -0.2% | -$69 | ﹤0.01% | 1205 |
|
|
2023
Q3 | $31.6K | Buy |
1,689
+4
| +0.2% | +$108 | ﹤0.01% | 1185 |
|
|
2023
Q2 | $52.3K | Hold |
1,685
| – | – | ﹤0.01% | 1066 |
|
|
2023
Q1 | $54.4K | Hold |
1,685
| – | – | ﹤0.01% | 1015 |
|
|
2022
Q4 | $54.5K | Hold |
1,685
| – | – | ﹤0.01% | 1013 |
|
|
2022
Q3 | $43K | Hold |
1,685
| – | – | ﹤0.01% | 978 |
|
|
2022
Q2 | $42K | Buy |
1,685
+500
| +42% | +$11K | ﹤0.01% | 964 |
|
|
2022
Q1 | $31K | Sell |
1,185
-20
| -2% | -$613 | ﹤0.01% | 1003 |
|
|
2021
Q4 | $50K | Buy |
1,205
+85
| +8% | +$5.05K | ﹤0.01% | 910 |
|
|
2021
Q3 | $69K | Hold |
1,120
| – | – | ﹤0.01% | 722 |
|
|
2021
Q2 | $69K | Buy |
1,120
+45
| +4% | +$2.34K | ﹤0.01% | 702 |
|
|
2021
Q1 | $56K | Hold |
1,075
| – | – | ﹤0.01% | 716 |
|
|
2020
Q4 | $58K | Buy |
1,075
+25
| +2% | +$1.07K | ﹤0.01% | 690 |
|
|
2020
Q3 | $34K | Buy |
1,050
+185
| +21% | +$5.51K | ﹤0.01% | 741 |
|
|
2020
Q2 | $24K | Buy |
865
+295
| +52% | +$7.68K | ﹤0.01% | 773 |
|
|
2020
Q1 | $12K | Buy |
+570
| New | +$15.6K | ﹤0.01% | 957 |
|
Other funds holding PHR
PFCS
VPM
VCM
AG
PM
