Bellevue Asset Management’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47K | Hold |
122
| – | – | ﹤0.01% | 388 |
|
|
2025
Q1 | $3.12K | Hold |
122
| – | – | ﹤0.01% | 379 |
|
|
2024
Q4 | $3.07K | Hold |
122
| – | – | ﹤0.01% | 405 |
|
|
2024
Q3 | $2.78K | Hold |
122
| – | – | ﹤0.01% | 381 |
|
|
2024
Q2 | $2.59K | Hold |
122
| – | – | ﹤0.01% | 383 |
|
|
2024
Q1 | $2.92K | Hold |
122
| – | – | ﹤0.01% | 370 |
|
|
2023
Q4 | $2.82K | Buy |
122
+29
| +31% | +$671 | ﹤0.01% | 367 |
|
|
2023
Q3 | $1.74K | Hold |
93
| – | – | ﹤0.01% | 402 |
|
|
2023
Q2 | $2.88K | Hold |
93
| – | – | ﹤0.01% | 367 |
|
|
2023
Q1 | $3K | Hold |
93
| – | – | ﹤0.01% | 368 |
|
|
2022
Q4 | $2.99K | Hold |
93
| – | – | ﹤0.01% | 354 |
|
|
2022
Q3 | $2K | Buy |
93
+10
| +12% | +$215 | ﹤0.01% | 423 |
|
|
2022
Q2 | $2K | Buy |
83
+23
| +38% | +$554 | ﹤0.01% | 425 |
|
|
2022
Q1 | $2K | Sell |
60
-11
| -15% | -$367 | ﹤0.01% | 469 |
|
|
2021
Q4 | $3K | Sell |
71
-7
| -9% | -$296 | ﹤0.01% | 456 |
|
|
2021
Q3 | $5K | Hold |
78
| – | – | ﹤0.01% | 389 |
|
|
2021
Q2 | $5K | Sell |
78
-8
| -9% | -$513 | ﹤0.01% | 388 |
|
|
2021
Q1 | $4K | Sell |
86
-8
| -9% | -$372 | ﹤0.01% | 470 |
|
|
2020
Q4 | $7K | Sell |
94
-13
| -12% | -$968 | ﹤0.01% | 376 |
|
|
2020
Q3 | $3K | Hold |
107
| – | – | ﹤0.01% | 498 |
|
|
2020
Q2 | $3K | Buy |
107
+45
| +73% | +$1.26K | ﹤0.01% | 493 |
|
|
2020
Q1 | $2K | Buy |
62
+30
| +94% | +$968 | ﹤0.01% | 522 |
|
|
2019
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 512 |
|