Bank of Montreal’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
11,277
+950
| +9% | +$27K | ﹤0.01% | 2272 |
|
|
2025
Q1 | $264K | Hold |
10,327
| – | – | ﹤0.01% | 2325 |
|
|
2024
Q4 | $260K | Sell |
10,327
-294
| -3% | -$7.4K | ﹤0.01% | 2337 |
|
|
2024
Q3 | $241K | Sell |
10,621
-25
| -0.2% | -$568 | ﹤0.01% | 2612 |
|
|
2024
Q2 | $231K | Hold |
10,646
| – | – | ﹤0.01% | 2636 |
|
|
2024
Q1 | $259K | Sell |
10,646
-78
| -0.7% | -$1.9K | ﹤0.01% | 2583 |
|
|
2023
Q4 | $256K | Buy |
+10,724
| New | +$256K | ﹤0.01% | 2565 |
|
|
2021
Q4 | – | Sell |
-55,643
| Closed | -$3.43M | – | 3580 |
|
|
2021
Q3 | $3.43M | Sell |
55,643
-5,606
| -9% | -$345K | ﹤0.01% | 1671 |
|
|
2021
Q2 | $3.82M | Sell |
61,249
-44,121
| -42% | -$2.75M | ﹤0.01% | 1623 |
|
|
2021
Q1 | $5.54M | Buy |
105,370
+15,471
| +17% | +$813K | ﹤0.01% | 1146 |
|
|
2020
Q4 | $5.18M | Sell |
89,899
-15,387
| -15% | -$886K | ﹤0.01% | 1160 |
|
|
2020
Q3 | $3.33M | Buy |
105,286
+103,001
| +4,508% | +$3.26M | ﹤0.01% | 1247 |
|
|
2020
Q2 | $65K | Buy |
+2,285
| New | +$65K | ﹤0.01% | 2938 |
|
|
2020
Q1 | – | Sell |
-1,231
| Closed | -$33K | – | 4057 |
|
|
2019
Q4 | $33K | Buy |
+1,231
| New | +$33K | ﹤0.01% | 3512 |
|