Bellevue Group’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.45M | Sell |
332,016
-44,147
| -12% | -$1.26M | 0.21% | 66 |
|
|
2025
Q1 | $9.61M | Sell |
376,163
-29,530
| -7% | -$755K | 0.22% | 76 |
|
|
2024
Q4 | $10.2M | Sell |
405,693
-16,713
| -4% | -$420K | 0.2% | 79 |
|
|
2024
Q3 | $9.63M | Sell |
422,406
-20,935
| -5% | -$477K | 0.16% | 85 |
|
|
2024
Q2 | $9.4M | Hold |
443,341
| – | – | 0.15% | 89 |
|
|
2024
Q1 | $10.6M | Buy |
443,341
+21,768
| +5% | +$521K | 0.16% | 90 |
|
|
2023
Q4 | $9.76M | Sell |
421,573
-157,466
| -27% | -$3.65M | 0.15% | 86 |
|
|
2023
Q3 | $10.8M | Sell |
579,039
-59,614
| -9% | -$1.11M | 0.17% | 88 |
|
|
2023
Q2 | $19.8M | Hold |
638,653
| – | – | 0.28% | 78 |
|
|
2023
Q1 | $20.6M | Sell |
638,653
-27,766
| -4% | -$897K | 0.3% | 80 |
|
|
2022
Q4 | $21.6M | Hold |
666,419
| – | – | 0.29% | 80 |
|
|
2022
Q3 | $17M | Sell |
666,419
-13,734
| -2% | -$350K | 0.24% | 88 |
|
|
2022
Q2 | $17M | Buy |
680,153
+99,655
| +17% | +$2.49M | 0.24% | 92 |
|
|
2022
Q1 | $15.3M | Sell |
580,498
-11,829
| -2% | -$312K | 0.18% | 100 |
|
|
2021
Q4 | $24.7M | Sell |
592,327
-30,215
| -5% | -$1.26M | 0.25% | 96 |
|
|
2021
Q3 | $38.4M | Hold |
622,542
| – | – | 0.39% | 80 |
|
|
2021
Q2 | $38.2M | Buy |
622,542
+9,529
| +2% | +$584K | 0.37% | 83 |
|
|
2021
Q1 | $31.9M | Buy |
613,013
+140,293
| +30% | +$7.31M | 0.34% | 88 |
|
|
2020
Q4 | $25.7M | Buy |
472,720
+45,764
| +11% | +$2.48M | 0.29% | 88 |
|
|
2020
Q3 | $13.7M | Buy |
426,956
+49,787
| +13% | +$1.6M | 0.19% | 99 |
|
|
2020
Q2 | $10.7M | Buy |
377,169
+16,171
| +4% | +$457K | 0.15% | 103 |
|
|
2020
Q1 | $7.59M | Buy |
360,998
+89,953
| +33% | +$1.89M | 0.15% | 99 |
|
|
2019
Q4 | $7.22M | Buy |
271,045
+50,355
| +23% | +$1.34M | 0.11% | 105 |
|
|
2019
Q3 | $5.35M | Buy |
+220,690
| New | +$5.35M | 0.1% | 107 |
|